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iShares Lehman MBS Bond Fund shares owned by Beacon Pointe Advisors

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

Historical chart of Beacon Pointe 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 Beacon Pointe 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 Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $81M 851k 95.22
2025-09-30 $4.8M 50k 95.15
2024-03-31 $227k 2.5k 92.41
2023-12-31 $226k 2.4k 94.09
2023-09-30 $370k 4.2k 88.79
2023-06-30 $665k 7.1k 93.27
2023-03-31 $3.5M 37k 94.73
2022-12-31 $1.6M 17k 92.75
2022-09-30 $3.0M 33k 91.32
2022-06-30 $3.3M 34k 97.37
2022-03-31 $7.6M 74k 101.87
2021-12-31 $260k 2.4k 107.62
2021-09-30 $6.7M 62k 108.14
2021-06-30 $286k 2.6k 108.21
2021-03-31 $200k 1.9k 107.12
2020-06-30 $200k 1.8k 110.74