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iShares Lehman MBS Bond Fund shares owned by Baker Avenue Asset Management

Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Baker Avenue Asset Management from 13F filings

Historical chart of Baker Avenue Asset Management 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 Baker Avenue Asset Management 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 Baker Avenue Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 125k 95.81
2023-09-30 $2.0M 23k 88.80
2023-06-30 $4.3k 46 93.26
2022-12-31 $43k 467 92.75
2022-09-30 $469k 5.1k 91.49

More positions owned by Baker Avenue Asset Management

Simpson Manufacturing (SSD)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core S&p500 Etf (IVV)
Electronic Arts (EA)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Baker Avenue Asset Management

Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation
Jpmorgan Chase & Co
Envestnet Asset Management
LPL Financial
Fisher Investments
Morgan Stanley
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
Pnc Financial Services
Wells Fargo & Company

View all funds holding iShares Lehman MBS Bond Fund