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iShares Lehman MBS Bond Fund shares owned by Evolution Wealth Management

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

Historical chart of Evolution Wealth Management 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 Evolution Wealth Management 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 Evolution Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $40k 420 95.15
2025-06-30 $39k 420 93.89

More positions owned by Evolution Wealth Management

Innovator Etfs Trust Quity Managd Flr (SFLR)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Innovator Etfs Trust Power Buffer Set (PSTP)
Listed Fds Tr Shares Lag Cap (OVL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Listed Fds Tr Shares Core Bd (OVB)
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)

View all positions for Evolution Wealth Management

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