iShares Lehman MBS Bond Fund shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in iShares Lehman MBS Bond Fund
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Quarterly reported holdings in iShares Lehman MBS Bond Fund by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $82M | 860k | 95.15 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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