iShares Lehman MBS Bond Fund shares owned by Fermata Advisors
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata Advisors investment in iShares Lehman MBS Bond Fund
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All positions including iShares Lehman MBS Bond Fund held by Fermata 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 Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 40k | 95.15 |
| 2025-06-30 | $2.6M | 28k | 93.89 |
| 2025-03-31 | $2.4M | 25k | 93.78 |
| 2024-12-31 | $1.2M | 13k | 91.68 |
| 2024-09-30 | $808k | 8.4k | 95.81 |
| 2024-06-30 | $546k | 5.9k | 91.81 |
| 2024-03-31 | $404k | 4.4k | 92.42 |