iShares Lehman MBS Bond Fund shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in iShares Lehman MBS Bond Fund
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Quarterly reported holdings in iShares Lehman MBS Bond Fund by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.1M | 55k | 92.42 |
| 2023-12-31 | $4.6M | 49k | 94.08 |
| 2023-09-30 | $3.5M | 40k | 88.80 |
| 2023-06-30 | $3.5M | 38k | 93.27 |
| 2023-03-31 | $3.3M | 35k | 94.73 |
| 2022-12-31 | $3.3M | 35k | 92.75 |
| 2022-09-30 | $3.4M | 39k | 88.85 |
| 2022-06-30 | $3.8M | 39k | 97.49 |
| 2022-03-31 | $4.8M | 45k | 107.42 |
| 2021-12-31 | $4.8M | 45k | 107.42 |
| 2021-09-30 | $4.8M | 44k | 108.13 |
| 2021-06-30 | $5.0M | 46k | 108.22 |
| 2021-03-31 | $4.5M | 42k | 108.41 |
| 2020-12-31 | $4.4M | 40k | 110.11 |
| 2020-03-31 | $1.8M | 16k | 110.43 |
| 2019-12-31 | $1.4M | 13k | 108.03 |
| 2019-09-30 | $260k | 2.4k | 107.93 |