iShares Lehman MBS Bond Fund shares owned by Calton & Associates
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in iShares Lehman MBS Bond Fund
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All positions including iShares Lehman MBS Bond Fund held by Calton & Associates 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 Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $403k | 4.2k | 95.15 |
| 2025-06-30 | $235k | 2.5k | 93.89 |
| 2025-03-31 | $344k | 3.7k | 93.78 |
| 2024-09-30 | $207k | 2.2k | 95.82 |
| 2017-12-31 | $251k | 2.4k | 105.46 |