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iShares Lehman MBS Bond Fund shares owned by Cassilly Financial Group

Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Cassilly Financial Group from 13F filings

Historical chart of Cassilly Financial Group 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 Cassilly Financial Group 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 Cassilly Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.5M 27k 95.22

More positions owned by Cassilly Financial Group

Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Series Trust State Street Spd (SPLG)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Mbs Etf (MBB)

View all positions for Cassilly Financial Group

Top funds holding iShares Lehman MBS Bond Fund

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

View all funds holding iShares Lehman MBS Bond Fund