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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares MBS ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Alternative Investment Advisors, LLC.
Report period
2026-06-30
Available
2026-09-01
Reported shares
64,070
Value (USD)
$6,055,900
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001172661-26-004258
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read MBB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read MBB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

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

See the complete 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

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

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.

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