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.
| 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 |
| 2024 Q4 | ADDED | 69,980 | +1,018 | +1.5% | 2.46% | $6.4M | $87.25 |
| 2024 Q3 | REDUCED | 68,962 | -430 | -0.6% | 2.56% | $6.6M | $90.00 |
| 2024 Q2 | ADDED | 69,392 | +3,904 | +6.0% | 2.64% | $6.4M | $85.39 |
| 2024 Q1 | ADDED | 65,488 | +4,695 | +7.7% | 2.64% | $6.1M | $85.14 |
| 2023 Q4 | REDUCED | 60,793 | -1,547 | -2.5% | 2.70% | $5.7M | $86.12 |
| 2023 Q3 | REDUCED | 62,340 | -20,110 | -24.4% | 2.93% | $5.5M | $80.28 |
As of 2025 Q4 — sorted by position size