Ownership history in VALLEY WEALTH MANAGERS, INC. · 9 quarters on record
This page tracks every 13F SEC filing in which VALLEY WEALTH MANAGERS, INC. reported a position in ISHARES MBS ETF (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 Q3 | UNCHANGED | 65 | — | 0% | 0.00% | $6K | $93.16 |
| 2025 Q2 | UNCHANGED | 65 | — | 0% | 0.00% | $6K | $90.95 |
| 2025 Q1 | UNCHANGED | 65 | — | 0% | 0.00% | $6K | $89.89 |
| 2024 Q4 | UNCHANGED | 65 | — | 0% | 0.00% | $6K | $87.25 |
| 2024 Q3 | REDUCED | 65 | -87 | -57.2% | 0.00% | $6K | $90.00 |
| 2024 Q2 | UNCHANGED | 152 | — | 0% | 0.00% | $14K | $85.39 |
| 2024 Q1 | ADDED | 152 | +87 | +133.8% | 0.00% | $14K | $85.14 |
| 2023 Q4 | REDUCED | 65 | -20,860 | -99.7% | 0.00% | $6K | $86.12 |
| 2023 Q3 | INITIATED | 20,925 | — | — | 0.15% | $1.9M | — |
As of 2025 Q4 — sorted by position size