MBB — ISHARES TR

Ownership history in MIDLAND WEALTH ADVISORS, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which MIDLAND WEALTH ADVISORS, 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
13.7% (2025 Q4)
Avg. % of fund
10.19%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,764,705 +110,222 +4.2% 13.70% $263.3M $94.57
2025 Q3 ADDED 2,654,483 +797,198 +42.9% 13.51% $252.6M $93.16
2025 Q2 ADDED 1,857,285 +31,968 +1.8% 9.64% $174.4M $90.95
2025 Q1 ADDED 1,825,317 +490,393 +36.7% 10.08% $171.2M $89.89
5 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

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% Parkside Investments, LLC 3Y 7Y 4.13%
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