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iShares Lehman MBS Bond Fund shares owned by Exit Wealth Advisors

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

Historical chart of Exit 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 Exit Wealth Advisors 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 Exit Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $849k 8.9k 95.22
2025-09-30 $737k 7.8k 95.15

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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