Peninsula Wealth, LLC MBB β€” ISHARES TR

Ownership history in Peninsula Wealth, LLC  Β·  4 quarters on record

AI Ownership Summary

Peninsula Wealth, LLC reported ISHARES TR (MBB) in 4 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 0.49% in 2024 Q3. The latest visible filing shows MBB at 0.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MBB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Peninsula Wealth, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

MBB was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MBB stock page Peninsula Wealth, LLC fund profile Peninsula Wealth, LLC full holdings
How Peninsula Wealth, LLC held MBB β€” position size vs. price
% of Fund (quarterly)    MBB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 REDUCED 16.4% +3.0% ❌ 24,834 -4,860 -16.4% 0.39% $2.3M 2025-02-14 (Est.) $87.67
2024 Q3 ADDED β€” β€” β€” 29,694 +2,533 +9.3% 0.49% $2.8M 2024-11-14 $86.70
2024 Q2 ADDED β€” β€” β€” 27,161 +10,065 +58.9% 0.47% $2.5M 2024-08-13 $88.14
2023 Q4 INITIATED β€” β€” β€” 17,096 β€” β€” 0.33% $1.6M 2024-02-14 $83.68

🏒 Other funds also holding MBB

As of 2026 Q1 β€” sorted by position size

MIDLAND WEALTH ADVISORS, LLC 12.11% NOTTINGHAM ADVISORS, INC. 3Y 7Y 9.72% Klaas Financial Asset Advisors, LLC 3Y 8.84% Spectrum Investment Advisors, Inc. 6.35% Aureum Wealth Management, LLC 6.09% Clarity Financial LLC 3Y 5.79% Tandem Wealth Advisors LLC 3Y 5.36% Richard Bernstein Advisors LLC 3Y 7Y 4.54% Bestgate Wealth Advisors, LLC 4.38% JACOBSON & SCHMITT ADVISORS, LLC 3Y 7Y 4.29%

FAQ About Peninsula Wealth, LLC and MBB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Peninsula Wealth, LLC reported owning MBB?

Peninsula Wealth, LLC reported MBB across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported MBB position in Peninsula Wealth, LLC's portfolio?

The largest reported portfolio weight for MBB was 0.49% in 2024 Q3.

What is the latest reported MBB position on this page?

The most recent filing on this page is 2024 Q4, when Peninsula Wealth, LLC reported 24,834 shares, equal to 0.39% of portfolio, with an estimated market value of $2.3M.

What does the chart on this MBB ownership page compare?

The chart compares Peninsula Wealth, LLC's quarterly MBB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Peninsula Wealth, LLC time their MBB position?

Based on 13F filing dates vs. subsequent MBB price moves, Peninsula Wealth, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on MBB relative to SPY over the holding period was -15.4%.

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