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iShares Lehman MBS Bond Fund shares owned by Caliber Wealth Management, Llc / Ks

Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Caliber Wealth Management, Llc / Ks from 13F filings

Historical chart of Caliber Wealth Management, Llc / Ks investment in iShares Lehman MBS Bond Fund

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All positions including iShares Lehman MBS Bond Fund held by Caliber Wealth Management, Llc / Ks 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 Caliber Wealth Management, Llc / Ks

Quarter filed Position value Share count Share price at filing
2025-12-31 $221k 2.3k 95.23
2025-09-30 $218k 2.3k 95.15
2025-06-30 $249k 2.7k 93.90

More positions owned by Caliber Wealth Management, Llc / Ks

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Innovator Etfs Trust Equity Defined P (ZMAR)
Ishares Silver Tr Ishares (SLV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr State Street Tec (XLK)

View all positions for Caliber Wealth Management, Llc / Ks

Top funds holding iShares Lehman MBS Bond Fund

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

View all funds holding iShares Lehman MBS Bond Fund