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iShares Lehman MBS Bond Fund shares owned by Cape Investment Advisory

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

Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $187k 2.0k 94.08
2023-09-30 $199k 2.2k 88.80
2023-06-30 $193k 2.1k 93.26
2023-03-31 $211k 2.2k 94.73

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View all positions for Cape Investment Advisory

Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Advisory
Tiaa Trust, National Association
Bank of New York Mellon
Branch Banking & Trust Company
Stifel Financial
Wells Fargo & Company
Envestnet Portfolio Solutions
Hanson McClain Advisors
CWM
Adviser Investments
Royal Bank of Canada
Goldman Sachs Group
Advisor Group Holdings

View all funds holding iShares Lehman MBS Bond Fund