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iShares Lehman MBS Bond Fund shares owned by Adapt Wealth Advisors

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

Historical chart of Adapt Wealth Advisors 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 Adapt Wealth Advisors 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 Adapt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.0M 43k 91.81
2024-03-31 $5.7M 62k 92.42

More positions owned by Adapt Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Wisdomtree Tr India Erngs Fd (EPI)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Van Kampen Senior Income Trust (VVR)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Select Sector Spdr Tr Sbi Int-utils (XLU)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Alps Etf Tr Smith Core Plus (SMTH)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Global Energ Etf (IXC)
Ishares Tr Mbs Etf (MBB)

View all positions for Adapt Wealth Advisors

Top funds holding iShares Lehman MBS Bond Fund

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

View all funds holding iShares Lehman MBS Bond Fund