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iShares Lehman MBS Bond Fund shares owned by Compass Financial

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

Historical chart of Compass Financial 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 Compass Financial 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 Compass Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 26k 95.15

More positions owned by Compass Financial

iShares S&P 500 Index (IVV)
iShares Russell 3000 Index (IWV)
iShares Russell 1000 Growth Index (IWF)
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF)
Janus Detroit Str Tr (JAAA)
Vanguard Total Stock Market ETF (VTI)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Dimensional Etf Trust National Municip (DFNM)
Innovator Etfs Tr russell 2000 p (KOCT)
Dimensional Etf Trust (DFAE)
Capital Group Core Plus Inco (CGCP)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Vanguard Europe Pacific ETF (VEA)
Dimensional Etf Trust (DFIV)
SPDR DJ Wilshire Large Cap (SPLG)

View all positions for Compass Financial

Top funds holding iShares Lehman MBS Bond Fund

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

View all funds holding iShares Lehman MBS Bond Fund