iShares Lehman MBS Bond Fund shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in iShares Lehman MBS Bond Fund
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Quarterly reported holdings in iShares Lehman MBS Bond Fund by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $226k | 2.4k | 95.81 |
| 2024-06-30 | $226k | 2.5k | 91.79 |
| 2024-03-31 | $235k | 2.5k | 92.42 |
| 2023-12-31 | $202k | 2.1k | 94.08 |
| 2023-06-30 | $245k | 2.6k | 93.28 |
| 2023-03-31 | $237k | 2.5k | 94.75 |
| 2022-12-31 | $288k | 3.1k | 92.75 |
| 2022-09-30 | $289k | 3.2k | 91.72 |
| 2022-06-30 | $308k | 3.2k | 97.50 |
| 2021-12-31 | $353k | 3.3k | 107.52 |
| 2021-03-31 | $332k | 3.3k | 101.78 |
More positions owned by Collaborative Wealth Managment
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