EverSource Wealth Advisors »

iShares Lehman MBS Bond Fund shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors 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 EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman MBS Bond Fund by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 117k 95.81
2024-06-30 $11M 118k 93.92
2024-03-31 $8.2M 91k 89.54
2023-12-31 $1.1M 11k 94.08
2023-09-30 $642k 7.2k 88.80
2023-06-30 $652k 7.0k 93.26
2023-03-31 $708k 7.5k 94.73
2022-12-31 $466k 5.0k 92.75
2022-09-30 $177k 1.9k 91.34
2022-06-30 $171k 1.7k 97.46
2022-03-31 $302k 3.0k 101.61
2021-12-31 $1.0M 9.8k 106.30