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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Quarterly reported holdings in iShares Lehman MBS Bond Fund by Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |