Ownership history in Mosley Wealth Management · 6 quarters on record
This page tracks every 13F SEC filing in which Mosley Wealth Management 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 | 34,272 | +2,718 | +8.6% | 1.49% | $3.3M | $94.57 |
| 2024 Q4 | ADDED | 31,554 | +3,321 | +11.8% | 1.80% | $2.9M | $87.25 |
| 2024 Q3 | ADDED | 28,233 | +1,911 | +7.3% | 1.80% | $2.6M | $90.00 |
| 2024 Q2 | REDUCED | 26,322 | -112 | -0.4% | 2.06% | $2.4M | $85.39 |
| 2024 Q1 | REDUCED | 26,434 | -478 | -1.8% | 2.29% | $2.4M | $85.14 |
| 2023 Q4 | INITIATED | 26,912 | — | — | 2.50% | $2.5M | — |
As of 2025 Q4 — sorted by position size