MBB — ISHARES TR

Ownership history in Keystone Financial Services  ·  17 quarters on record

This page tracks every 13F SEC filing in which Keystone Financial Services 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
4.07% (2023 Q1)
Avg. % of fund
2.37%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 64,528 +4,565 +7.6% 1.85% $6.1M $94.57
2025 Q3 ADDED 59,963 +1,212 +2.1% 1.77% $5.7M $93.16
2025 Q2 ADDED 58,751 +3,764 +6.8% 1.88% $5.5M $90.95
2025 Q1 REDUCED 54,987 -14,993 -21.4% 1.97% $5.2M $89.89
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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%
← Back to Keystone Financial Services Holdings