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iShares Lehman MBS Bond Fund shares owned by 55 North Private Wealth

Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by 55 North Private Wealth from 13F filings

Historical chart of 55 North Private Wealth 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 55 North Private Wealth 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 55 North Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $220k 2.3k 94.95

More positions owned by 55 North Private Wealth

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)
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Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
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Apple (AAPL)
Ishares U S Etf Tr Short Maturity M (MEAR)
Microsoft Corporation (MSFT)

View all positions for 55 North Private Wealth

Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation
Envestnet Asset Management
LPL Financial
UBS Group
TIAA Wealth Investment Management
Ameriprise Financial
Morgan Stanley
Tiaa-cref Individual & Institutional Services
Branch Banking & Trust Company
Barclays
Ubs Global Asset Management Americas
Renaissancere Holdings
Stifel Financial
Bank Of Montreal
Hanson McClain Advisors

View all funds holding iShares Lehman MBS Bond Fund