Veltria Advisors Corp. MBB — ISHARES TR

Ownership history in Veltria Advisors Corp.  ·  4 quarters on record

AI Ownership Summary

Veltria Advisors Corp. reported ISHARES TR (MBB) in 4 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 1.87% in 2026 Q1. The latest visible filing shows MBB at 1.87% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MBB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Veltria Advisors Corp.'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
2026 Q1

MBB was reported at 1.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.87% in 2026 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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 Veltria Advisors Corp. fund profile Veltria Advisors Corp. full holdings
How Veltria Advisors Corp. held MBB — position size vs. price
% of Fund (quarterly)    MBB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 5,991 +3,537 +144.1% 1.87% $565K 2026-05-15 $93.57
2025 Q2 ADDED — — — 2,454 +31 +1.3% 0.15% $230K 2025-08-13 $91.00
2025 Q1 REDUCED 42.6% +1.2% ❌ 2,423 -1,799 -42.6% 0.15% $227K 2025-05-13 $88.25
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MBB

As of 2026 Q1 — sorted by position size

MIDLAND WEALTH ADVISORS, LLC 12.11% TIAA Wealth Investment Management LLC 10.18% NOTTINGHAM ADVISORS, INC. 3Y 7Y 9.72% Klaas Financial Asset Advisors, LLC 3Y 8.84% SkyView Investment Advisors, LLC 3Y 6.43% Spectrum Investment Advisors, Inc. 6.35% Aureum Wealth Management, LLC 6.09% SIMA Wealth Partners, LLC 6.06% Prestige Wealth Management Group LLC 3Y 7Y 5.89% Compass Wealth Management, LLC/GA 5.84%

FAQ About Veltria Advisors Corp. and MBB

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

How long has Veltria Advisors Corp. reported owning MBB?

Veltria Advisors Corp. reported MBB across 3 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported MBB position in Veltria Advisors Corp.'s portfolio?

The largest reported portfolio weight for MBB was 1.87% in 2026 Q1.

What is the latest reported MBB position on this page?

The most recent filing on this page is 2026 Q1, when Veltria Advisors Corp. reported 5,991 shares, equal to 1.87% of portfolio, with an estimated market value of $565K.

What does the chart on this MBB ownership page compare?

The chart compares Veltria Advisors Corp.'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 Veltria Advisors Corp. time their MBB position?

Based on 13F filing dates vs. subsequent MBB price moves, Veltria Advisors Corp. correctly timed 2 out of 3 reported position changes (67%).

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