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iShares Lehman MBS Bond Fund shares owned by Adviser Investments

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

Historical chart of Adviser Investments 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 Adviser Investments 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 Adviser Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $210M 2.2M 94.08
2023-09-30 $159M 1.8M 88.80
2023-06-30 $250k 2.7k 93.27
2022-09-30 $2.3M 25k 91.56

More positions owned by Adviser Investments

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Ser Tr Portfolio Crport (SPBO)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Wellington Us Value Factr (VFVA)

View all positions for Adviser Investments

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
Branch Banking & Trust Company
Stifel Financial
Wells Fargo & Company
Hanson McClain Advisors
Envestnet Portfolio Solutions
CWM
Adviser Investments
Royal Bank of Canada
Us Bancorp
Goldman Sachs Group

View all funds holding iShares Lehman MBS Bond Fund