MBB — ISHARES TR

Ownership history in Lindenwold Advisors, INC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Lindenwold Advisors, INC 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
3.31% (2025 Q2)
Avg. % of fund
2.28%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 70,870 +3,087 +4.6% 3.19% $6.7M $93.16
2025 Q2 ADDED 67,783 +7,238 +12.0% 3.31% $6.4M $90.95
2025 Q1 ADDED 60,545 +3,345 +5.8% 3.16% $5.7M $89.89
2024 Q4 ADDED 57,200 +2,327 +4.2% 2.80% $5.2M $87.25
12 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 Lindenwold Advisors, INC Holdings