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iShares Lehman MBS Bond Fund shares owned by Coastal Investment Advisors

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

Historical chart of Coastal Investment Advisors 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 Investment 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 Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $48k 507 95.17
2025-06-30 $25k 270 93.97
2025-03-31 $25k 262 93.67
2024-12-31 $16k 169 91.64
2024-06-30 $69k 754 91.83
2024-03-31 $79k 852 92.38
2023-09-30 $133k 1.4k 93.29
2023-06-30 $133k 1.4k 93.29
2022-12-31 $122k 1.3k 92.76
2022-09-30 $108k 1.2k 91.60
2021-09-30 $233k 2.2k 108.27
2021-06-30 $243k 2.2k 108.19
2021-03-31 $209k 1.9k 108.18
2020-12-31 $261k 2.4k 110.27
2020-09-30 $257k 2.3k 110.40
2020-06-30 $222k 2.0k 110.83
2020-03-31 $266k 2.4k 110.47
2019-12-31 $1.0M 9.4k 109.38
2019-09-30 $1.1M 10k 109.38
2019-06-30 $878k 11k 83.33
2019-03-31 $684k 8.2k 83.33