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iShares Lehman MBS Bond Fund shares owned by Compass Financial Group

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

Historical chart of Compass Financial 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 Compass Financial 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 Compass Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.3M 24k 95.22

More positions owned by Compass Financial Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Bondbloxx Etf Trust Bloomberg One Yr (XONE)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Doubleline Etf Trust Mortgage Etf (DMBS)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Esg Msci Kld 400 (DSI)

View all positions for Compass Financial Group

Top funds holding iShares Lehman MBS Bond Fund

Jpmorgan Chase & Co
LPL Financial
Envestnet Asset Management
Tiaa Trust, National Association
Ameriprise Financial
Barclays
Branch Banking & Trust Company
Renaissancere Holdings
Stifel Financial
Hanson McClain Advisors
Pnc Financial Services
Midland Wealth Advisors
Wells Fargo & Company
State of Tennessee, Treasury Department
BlackRock

View all funds holding iShares Lehman MBS Bond Fund