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iShares Lehman MBS Bond Fund shares owned by Biltmore Capital Advisors

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

Historical chart of Biltmore Capital 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 Biltmore Capital 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 Biltmore Capital Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $241k 2.2k 107.40
2021-09-30 $203k 1.9k 108.38
2021-03-31 $407k 3.8k 108.33
2020-12-31 $1.7M 15k 110.10

More positions owned by Biltmore Capital Advisors

United Parcel Service CL B (UPS)
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Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Ishares Tr Eafe Grwth Etf (EFG)
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Biltmore Capital Advisors

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