iShares Lehman MBS Bond Fund shares owned by Fortis Advisors
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Fortis Advisors
from 13F filings
Historical chart of Fortis Advisors investment in iShares Lehman MBS Bond Fund
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Quarterly reported holdings in iShares Lehman MBS Bond Fund by Fortis Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $212k | 2.2k | 95.15 |
| 2024-06-30 | $95k | 1.0k | 91.79 |
| 2024-03-31 | $82k | 887 | 92.39 |
| 2023-09-30 | $130k | 1.5k | 88.80 |
| 2023-06-30 | $132k | 1.4k | 93.29 |
| 2023-03-31 | $134k | 1.4k | 94.74 |
| 2022-12-31 | $78k | 838 | 92.71 |
| 2022-09-30 | $25k | 269 | 92.94 |
| 2022-06-30 | $26k | 268 | 97.01 |
| 2022-03-31 | $27k | 266 | 101.50 |
| 2021-12-31 | $32k | 301 | 106.31 |
| 2021-09-30 | $53k | 493 | 107.51 |
| 2021-06-30 | $33k | 301 | 109.63 |
| 2021-03-31 | $17k | 153 | 111.11 |
| 2020-03-31 | $45k | 409 | 110.02 |