MBB ISHARES TR

Ownership history in True Vision MN LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which True Vision MN 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
3.03% (2024 Q4)
Avg. % of fund
2.75%
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 51,667 +1,240 +2.5% 2.50% $4.9M $94.57
2025 Q3 ADDED 50,427 +2,631 +5.5% 2.50% $4.8M $93.16
2025 Q2 REDUCED 47,796 -271 -0.6% 2.48% $4.5M $90.95
2025 Q1 REDUCED 48,067 -7,667 -13.8% 2.70% $4.5M $89.89
2024 Q4 ADDED 55,734 +3,243 +6.2% 3.03% $5.1M $87.25
2024 Q3 ADDED 52,491 +3,608 +7.4% 3.01% $5.0M $90.00
2024 Q2 ADDED 48,883 +3,289 +7.2% 2.92% $4.5M $85.39
2024 Q1 ADDED 45,594 +9,357 +25.8% 2.88% $4.1M $85.14
2023 Q4 INITIATED 36,237 2.74% $3.4M
% of Fund (quarterly)    MBB price (monthly, adj. close)
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