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iShares Lehman MBS Bond Fund shares owned by CrossGen Wealth

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

Historical chart of CrossGen Wealth 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 CrossGen Wealth 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 CrossGen Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.3k 14 94.50

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Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA)
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Wal-Mart Stores (WMT)
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View all positions for CrossGen Wealth

Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation
Jpmorgan Chase & Co
Envestnet Asset Management
LPL Financial
UBS Group
TIAA Wealth Investment Management
Ameriprise Financial
Morgan Stanley
Tiaa-cref Individual & Institutional Services
Branch Banking & Trust Company
Ubs Global Asset Management Americas
Stifel Financial
Bank Of Montreal
Pnc Financial Services
Hanson McClain Advisors

View all funds holding iShares Lehman MBS Bond Fund