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iShares Lehman MBS Bond Fund shares owned by Angeles Wealth Management

Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Angeles Wealth Management from 13F filings

Historical chart of Angeles Wealth Management investment in iShares Lehman MBS Bond Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman MBS Bond Fund held by Angeles Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman MBS Bond Fund by Angeles Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $48k 544 88.80
2023-06-30 $51k 544 93.26

More positions owned by Angeles Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ares Management Corporation Cl A Com Stk (ARES)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Msci World Etf (URTH)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Apple (AAPL)

View all positions for Angeles Wealth Management

Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation
Jpmorgan Chase & Co
Envestnet Asset Management
LPL Financial
Ameriprise Financial
Jane Street
Morgan Stanley
Charles Schwab Investment Advisory
Tiaa Trust, National Association
Stifel Financial
Branch Banking & Trust Company
Bank of New York Mellon
Wells Fargo & Company
State of Tennessee, Treasury Department
Envestnet Portfolio Solutions

View all funds holding iShares Lehman MBS Bond Fund