MBB ISHARES TR

Ownership history in Sachetta, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Sachetta, 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
1.85% (2025 Q4)
Avg. % of fund
1.43%
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 35,535 +1,793 +5.3% 1.85% $3.4M $94.57
2025 Q3 REDUCED 33,742 -1,130 -3.2% 1.20% $3.2M $93.16
2025 Q2 REDUCED 34,872 -1,529 -4.2% 1.29% $3.3M $90.95
2025 Q1 ADDED 36,401 +2,090 +6.1% 1.40% $3.4M $89.89
2024 Q4 ADDED 34,311 +2,689 +8.5% 1.24% $3.1M $87.25
2024 Q3 REDUCED 31,622 -1,655 -5.0% 1.20% $3.0M $90.00
2024 Q2 REDUCED 33,277 -4,531 -12.0% 1.35% $3.1M $85.39
2024 Q1 UNCHANGED 37,808 0% 1.69% $3.6M $85.14
2023 Q4 INITIATED 37,808 1.69% $3.6M
% of Fund (quarterly)    MBB price (monthly, adj. close)
← Back to Sachetta, LLC Holdings