Ownership history in Edge Wealth Management LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Edge Wealth Management LLC reported a position in ISHARES MBS ETF (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 80,590 | -1,094 | -1.3% | 1.36% | $7.7M | $93.16 |
| 2025 Q2 | REDUCED | 81,684 | -3,039 | -3.6% | 1.48% | $7.7M | $90.95 |
| 2025 Q1 | REDUCED | 84,723 | -1,784 | -2.1% | 1.61% | $7.9M | $89.89 |
| 2024 Q4 | ADDED | 86,507 | +7,422 | +9.4% | 1.61% | $7.9M | $87.25 |
| 2024 Q3 | ADDED | 79,085 | +5,294 | +7.2% | 1.52% | $7.6M | $90.00 |
| 2024 Q2 | REDUCED | 73,791 | -1,835 | -2.4% | 1.43% | $6.8M | $85.39 |
| 2024 Q1 | ADDED | 75,626 | +8,499 | +12.7% | 1.47% | $7.0M | $85.14 |
| 2023 Q4 | ADDED | 67,127 | +6,542 | +10.8% | 1.38% | $6.3M | $86.12 |
| 2023 Q3 | ADDED | 60,585 | +9,330 | +18.2% | 1.26% | $5.4M | $80.28 |
| 2023 Q2 | ADDED | 51,255 | +35,528 | +225.9% | 1.04% | $4.8M | $83.59 |
As of 2025 Q4 — sorted by position size