Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Beaumont Capital Management »

iShares Lehman MBS Bond Fund shares owned by Beaumont Capital Management

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

Historical chart of Beaumont Capital 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 Beaumont Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in iShares Lehman MBS Bond Fund by Beaumont Capital Management

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$229k	2.4k	95.81
2023-09-30	$395k	4.5k	88.80
2023-06-30	$387k	4.1k	93.26
2022-09-30	$207k	2.3k	91.71

More positions owned by Beaumont Capital Management

Spdr Ser Tr Portfolio Agrgte (SPAB)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)

Ishares Tr Core Us Aggbd Et (AGG)

Vanguard Index Fds Mid Cap Etf (VO)

Fidelity Covington Trust Msci Commntn Svc (FCOM)

Fidelity Covington Trust Msci Consm Dis (FDIS)

Select Sector Spdr Tr Technology (XLK)

Select Sector Spdr Tr Sbi Materials (XLB)

Select Sector Spdr Tr Indl (XLI)

Select Sector Spdr Tr Sbi Int-utils (XLU)

Select Sector Spdr Tr Financial (XLF)

Select Sector Spdr Tr Sbi Cons Stpls (XLP)

Select Sector Spdr Tr Rl Est Sel Sec (XLRE)

View all positions for Beaumont Capital Management

Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation

Jpmorgan Chase & Co

Envestnet Asset Management

Fisher Investments

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

© 2024 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z