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iShares Lehman MBS Bond Fund shares owned by Bellevue Asset Management

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

Historical chart of Bellevue 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 Bellevue 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 Bellevue Asset Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $102k 1.1k 93.89
2025-03-31 $3.6k 38 93.76
2024-12-31 $23k 253 91.68

More positions owned by Bellevue Asset Management

First Tr Exchange-traded Risng Divd Achiv (RDVY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Capital Group Growth Etf Shs Creation Uni (CGGR)
First Tr Exchange- Traded Fst Low Oppt Etf (LMBS)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Jp Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard World Inf Tech Etf (VGT)
Tcw Etf Trust Flexible Income (FLXR)
Jp Morgan Exchange Traded F Short Dura Core (JSCP)
First Tr Exchange-traded First Tr Enh New (FTSM)
Starbucks Corporation (SBUX)
Jp Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Bellevue Asset Management

Top funds holding iShares Lehman MBS Bond Fund

Jpmorgan Chase & Co
Envestnet Asset Management
LPL Financial
Tiaa Trust, National Association
Fisher Investments
Ameriprise Financial
Barclays
Renaissancere Holdings
Branch Banking & Trust Company
Stifel Financial
Hanson McClain Advisors
Pnc Financial Services
Midland Wealth Advisors
Wells Fargo & Company
BlackRock

View all funds holding iShares Lehman MBS Bond Fund