iShares Lehman MBS Bond Fund shares owned by Financial Advisory
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Financial Advisory
from 13F filings
Historical chart of Financial Advisory investment in iShares Lehman MBS Bond Fund
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All positions including iShares Lehman MBS Bond Fund held by Financial Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.3M | 25k | 92.42 |
2023-09-30 | $3.3M | 38k | 88.80 |
2023-06-30 | $5.7M | 62k | 93.27 |
2023-03-31 | $7.8M | 82k | 94.73 |
2022-12-31 | $12M | 129k | 92.75 |
2022-09-30 | $6.6M | 72k | 91.58 |
2022-06-30 | $3.7M | 38k | 97.48 |
2022-03-31 | $744k | 7.3k | 101.85 |
2021-12-31 | $876k | 8.2k | 107.48 |
2021-09-30 | $550k | 5.1k | 108.06 |
2021-06-30 | $457k | 4.2k | 108.29 |
2021-03-31 | $645k | 6.0k | 108.40 |
2020-12-31 | $842k | 7.7k | 110.07 |
2020-09-30 | $845k | 7.7k | 110.46 |
2020-06-30 | $1.1M | 9.7k | 110.67 |
2020-03-31 | $1.1M | 9.7k | 110.47 |
2019-12-31 | $1.0M | 9.7k | 108.08 |
2019-09-30 | $244k | 2.3k | 108.44 |
2019-06-30 | $242k | 2.3k | 107.56 |
2019-03-31 | $2.1M | 20k | 106.37 |
2018-12-31 | $4.5M | 43k | 104.65 |