Burns Wealth Management »

iShares Lehman MBS Bond Fund shares owned by Burns Wealth Management

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

Historical chart of Burns Wealth 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 Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman MBS Bond Fund by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $226k 2.4k 95.81
2024-06-30 $584k 6.4k 91.81
2024-03-31 $613k 6.6k 92.42
2013-03-31 $105k 971 108.14