iShares Lehman MBS Bond Fund shares owned by Essential Planning
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Essential Planning
from 13F filings
Historical chart of Essential Planning investment in iShares Lehman MBS Bond Fund
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All positions including iShares Lehman MBS Bond Fund held by Essential Planning 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 Essential Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 56k | 95.15 |
| 2025-06-30 | $5.3M | 57k | 93.89 |
| 2025-03-31 | $5.1M | 55k | 93.78 |
| 2024-12-31 | $309M | 3.3M | 93.15 |
| 2024-09-30 | $4.9M | 51k | 95.81 |
| 2024-06-30 | $4.7M | 51k | 91.81 |
| 2024-03-31 | $4.6M | 49k | 94.08 |
| 2023-09-30 | $4.5M | 51k | 88.78 |
| 2023-06-30 | $4.8M | 52k | 93.26 |
| 2023-03-31 | $4.9M | 52k | 94.20 |
| 2022-12-31 | $4.6M | 50k | 90.93 |