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iShares Lehman MBS Bond Fund shares owned by Bridgewealth Advisory Group

Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Bridgewealth Advisory Group from 13F filings

Historical chart of Bridgewealth Advisory Group 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 Bridgewealth Advisory Group 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 Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $264k 2.8k 94.52
2026-03-31 $218k 2.3k 94.95

More positions owned by Bridgewealth Advisory Group

Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Spdr Series Trust ST STR P500GRW (SPYG)
Capital Group Core Equity Et Shs Creat Unit (CGUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Community West Bancshares (CWBC)
Capital Group Growth Etf Shs Creat Unit (CGGR)

View all positions for Bridgewealth Advisory Group

Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation
Envestnet Asset Management
LPL Financial
UBS Group
TIAA Wealth Investment Management
Ameriprise Financial
Morgan Stanley
Tiaa-cref Individual & Institutional Services
Branch Banking & Trust Company
Ubs Global Asset Management Americas
Stifel Financial
Bank Of Montreal
Hanson McClain Advisors
Pnc Financial Services
Wells Fargo & Company

View all funds holding iShares Lehman MBS Bond Fund