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iShares Lehman MBS Bond Fund shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in iShares Lehman MBS Bond Fund

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All positions including iShares Lehman MBS Bond Fund held by CliftonLarsonAllen Wealth Advisors 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 CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 46k 95.81
2024-06-30 $4.2M 46k 91.81
2024-03-31 $4.4M 48k 92.42
2023-12-31 $4.6M 49k 94.08
2023-09-30 $4.7M 53k 88.80
2023-06-30 $5.0M 53k 93.27
2023-03-31 $5.6M 59k 94.73
2022-12-31 $5.9M 63k 92.75
2022-06-30 $7.1M 73k 97.49
2022-03-31 $7.6M 75k 101.88
2021-12-31 $8.3M 77k 107.43
2021-09-30 $8.0M 74k 108.13
2021-06-30 $8.1M 75k 108.23
2021-03-31 $7.1M 65k 108.43
2020-12-31 $4.7M 43k 110.12
2020-09-30 $5.5M 49k 110.40
2020-06-30 $5.3M 48k 110.71
2019-12-31 $3.8M 36k 108.05
2019-09-30 $2.3M 21k 108.28
2019-06-30 $1.5M 14k 107.58
2019-03-31 $1.3M 12k 106.36
2018-12-31 $1.2M 11k 104.65
2018-09-30 $1.2M 12k 103.37
2018-06-30 $5.3M 51k 104.17
2018-03-31 $7.8M 75k 104.64
2017-12-31 $5.7M 54k 106.59
2017-03-31 $5.2M 49k 106.55
2016-12-31 $12M 116k 106.34
2016-09-30 $8.5M 77k 110.09
2016-06-30 $7.4M 68k 109.97
2016-03-31 $3.9M 36k 109.49
2015-12-31 $1.4M 13k 107.66
2015-06-30 $695k 6.4k 108.61

More positions owned by CliftonLarsonAllen Wealth Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation
Jpmorgan Chase & Co
Envestnet Asset Management
LPL Financial
Fisher Investments
Morgan Stanley
Tiaa Trust, National Association
Stifel Financial
Branch Banking & Trust Company
Bank of New York Mellon
State of Tennessee, Treasury Department
Hanson McClain Advisors
Envestnet Portfolio Solutions
Pnc Financial Services
Wells Fargo & Company

View all funds holding iShares Lehman MBS Bond Fund