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iShares Lehman MBS Bond Fund shares owned by Arete Wealth Advisors

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

Historical chart of Arete 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 Arete 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 Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 11k 95.75
2024-03-31 $1.2M 13k 92.42
2023-12-31 $1.3M 14k 94.08
2023-09-30 $907k 10k 88.80
2023-06-30 $1.5M 16k 93.27
2023-03-31 $1.5B 16k 94728.54
2022-12-31 $2.3B 25k 92750.24
2022-09-30 $557k 6.1k 91.66
2022-06-30 $315k 3.2k 97.52
2022-03-31 $328k 3.2k 101.96
2021-12-31 $446k 4.2k 106.93
2021-09-30 $446k 4.1k 108.12
2021-06-30 $325k 3.0k 107.87
2021-03-31 $296k 2.7k 108.39
2020-06-30 $588k 5.3k 110.65
2020-03-31 $2.9M 27k 110.43
2015-09-30 $368k 3.4k 109.72
2014-09-30 $367k 3.4k 108.10