Breakwater Capital Group »

iShares Lehman MBS Bond Fund shares owned by Breakwater Capital Group

Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Breakwater Capital Group from 13F filings

Historical chart of Breakwater Capital Group 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 Breakwater Capital Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman MBS Bond Fund by Breakwater Capital Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $451k 4.9k 92.42
2023-12-31 $407k 4.4k 92.76

More positions owned by Breakwater Capital Group

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Faln Angls Usd (FALN)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for Breakwater Capital Group

Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Advisory
Tiaa Trust, National Association
Bank of New York Mellon
Wells Fargo & Company
Branch Banking & Trust Company
Stifel Financial
Envestnet Portfolio Solutions
Hanson McClain Advisors
CWM
Adviser Investments
Royal Bank of Canada
Goldman Sachs Group
Sei Investments

View all funds holding iShares Lehman MBS Bond Fund