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Cassady Wealth & Retirement Planning »

iShares Lehman MBS Bond Fund shares owned by Cassady Wealth & Retirement Planning

Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Cassady Wealth & Retirement Planning from 13F filings

Historical chart of Cassady Wealth & Retirement Planning 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 Cassady Wealth & Retirement Planning 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 Cassady Wealth & Retirement Planning

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$323k	3.4k	95.22

More positions owned by Cassady Wealth & Retirement Planning

Ishares Tr 0-3 Mnth Treasry (SGOV)

Capital Group Dividend Value Shs Creation Uni (CGDV)

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Legg Mason Etf Invt Franklin Intl Lw (LVHI)

Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)

Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)

Schwab Strategic Tr Us Lcap Va Etf (SCHV)

Amplify Etf Tr Cwp Enhanced Div (DIVO)

Capital Group Core Balanced SHS (CGBL)

Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)

Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)

Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)

View all positions for Cassady Wealth & Retirement Planning

Top funds holding iShares Lehman MBS Bond Fund

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

Bank of New York Mellon

View all funds holding iShares Lehman MBS Bond Fund

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