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Public ownership evidence

iShares MBS ETF (MBB) Ownership Disclosures

Read MBB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Alternative Investment Advisors, LLC.2026-06-302026-09-0164,070$6,055,900None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2968,544$6,428,095None
Corient Private Wealth LP2026-06-302026-08-28786,118$74,303,772None
Redwood Investment Management, LLC2024-12-312026-08-2818,581$1,704,000None
Redwood Investment Management, LLC2025-03-312026-08-2820,885$1,959,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28717$67,771None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28717$68,079None
AFFINITY WEALTH LLC2025-06-302026-08-2712$1,127None
AFFINITY WEALTH LLC2025-03-312026-08-2712$1,125None
AFFINITY WEALTH LLC2024-12-312026-08-2712$1,100None
Legacy Edge Advisors, LLC2025-09-302026-08-2713,999$1,332,005None
Dakota Wealth Management2025-09-302026-08-27363,649$34,601,231None
Dakota Wealth Management2025-12-312026-08-27546,355$52,023,945None
Dakota Wealth Management2026-03-312026-08-27603,613$57,313,014None
Redwood Investment Management, LLC2025-06-302026-08-2716,959$1,592,000None
Redwood Investment Management, LLC2025-09-302026-08-2718,937$1,802,000None
Redwood Investment Management, LLC2025-12-312026-08-2727,698$2,637,000None
Advus Financial Partners, LLC2026-06-302026-08-2653,956$5,099,919None
Advus Financial Partners, LLC2026-03-312026-08-2652,934$5,026,083None
Advus Financial Partners, LLC2025-12-312026-08-2652,762$5,023,998None
Advus Financial Partners, LLC2025-09-302026-08-2652,434$4,989,095None
Advus Financial Partners, LLC2025-06-302026-08-2651,934$4,876,083None
Advus Financial Partners, LLC2025-03-312026-08-2652,388$4,912,947None
Advus Financial Partners, LLC2024-12-312026-08-2653,755$4,928,258None
Advus Financial Partners, LLC2024-09-302026-08-2650,733$4,860,729None
Advus Financial Partners, LLC2024-06-302026-08-2650,140$4,603,353None
Advus Financial Partners, LLC2024-03-312026-08-2650,378$4,655,935None
Advus Financial Partners, LLC2023-12-312026-08-2649,787$4,683,914None
Advus Financial Partners, LLC2023-09-302026-08-2647,764$4,241,399None
Advus Financial Partners, LLC2023-06-302026-08-2663,429$5,915,659None
Advus Financial Partners, LLC2023-03-312026-08-2661,814$5,855,640None
Advus Financial Partners, LLC2022-12-312026-08-2630,694$2,846,869None
Advus Financial Partners, LLC2022-09-302026-08-2624,114$2,208,360None
Advus Financial Partners, LLC2022-06-302026-08-2622,806$2,223,357None
Advus Financial Partners, LLC2022-03-312026-08-2611,131$1,133,915None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-26131,619$12,532,767None
Layline Advisors, LLC2026-06-302026-08-218,387$792,745None
Rehmann Capital Advisory Group2026-06-302026-08-213,391$320,551None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-215$473None
Kingsview Wealth Management, LLC2026-06-302026-08-2038,355$3,625,353None
Kingsview Wealth Management, LLC2026-06-302026-08-20373,595$35,312,199None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-2033,935$3,222,096None
Archer Investment Corp2026-06-302026-08-20296$27,931None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2058,028$5,484,790None
Beacon Pointe Advisors, LLC2026-06-302026-08-19904,453$85,488,916None
Copia Wealth Management2026-06-302026-08-1936$3,403None
Legacy Edge Advisors, LLC2025-06-302026-08-1827,759$2,606,293None
Legacy Edge Advisors, LLC2025-03-312026-08-188,170$766,183None
Legacy Edge Advisors, LLC2024-09-302026-08-186,824$653,807None
Legacy Edge Advisors, LLC2024-06-302026-08-187,466$685,453None

90-day public filing window, up to 50 source positions.

Alternative Investment Advisors, LLC. ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗

Recent Congressional disclosures

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John Boozman2026-10-212026-09-09purchase$1,001 - $15,000

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.