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iShares Lehman MBS Bond Fund shares owned by TSA Wealth Managment

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

Historical chart of TSA Wealth Managment 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 TSA Wealth Managment 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 TSA Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.5M 92k 92.42
2023-12-31 $8.5M 90k 94.08

More positions owned by TSA Wealth Managment

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Msci Emrg Chn (EMXC)

View all positions for TSA Wealth Managment

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