MBB — ISHARES TR

Ownership history in BINGHAM PRIVATE WEALTH, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which BINGHAM PRIVATE WEALTH, LLC reported a position in ISHARES TR (MBB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.73% (2025 Q2)
Avg. % of fund
1.58%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 15,903 -3,389 -17.6% 1.31% $1.5M $94.57
2025 Q2 ADDED 19,292 +1,745 +9.9% 1.73% $1.8M $90.95
2025 Q1 INITIATED 17,547 — — 1.71% $1.6M $89.89
% of Fund (quarterly)    MBB price (monthly, adj. close)

Other funds also holding MBB

As of 2025 Q4 — sorted by position size

MIDLAND WEALTH ADVISORS, LLC 13.7% Avanda Investment Management Pte. Ltd. 10.66% NOTTINGHAM ADVISORS, INC. 3Y 7Y 9.03% Tandem Wealth Advisors LLC 3Y 7.03% SkyView Investment Advisors, LLC 3Y 6.12% Spectrum Investment Advisors, Inc. 6.06% Stockman Wealth Management, Inc. 3Y 7Y 5.83% FDx Advisors, Inc. 3Y 7Y 5.56% Compass Wealth Management, LLC/GA 5.49% DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 3Y 4.84%
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