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iShares Lehman MBS Bond Fund shares owned by Coastal Capital Group

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

Historical chart of Coastal Capital 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 Coastal Capital 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 Coastal Capital Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $627k 6.7k 93.27
2023-03-31 $730k 7.7k 94.73
2019-06-30 $6.0k 54 111.11

More positions owned by Coastal Capital Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Rus 1000 Etf (IWB)
Pimco Etf Tr Active Bd Etf (BOND)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Bloomberg High Y (JNK)

View all positions for Coastal Capital Group

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
Hanson McClain Advisors
Envestnet Portfolio Solutions
CWM
Adviser Investments
Royal Bank of Canada
Us Bancorp
Goldman Sachs Group

View all funds holding iShares Lehman MBS Bond Fund