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iShares Lehman MBS Bond Fund shares owned by Fourth Dimension Wealth

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

Historical chart of Fourth Dimension Wealth 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 Fourth Dimension Wealth 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 Fourth Dimension Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $557k 5.9k 95.23
2025-09-30 $571k 6.0k 95.14
2025-06-30 $567k 6.0k 93.89
2025-03-31 $805k 8.6k 93.78
2024-12-31 $821k 9.0k 91.68

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Invesco Qqq MF Closed and MF Open (QQQ)
State Street MF Closed and MF Open (XLF)
State Street MF Closed and MF Open (XLV)

View all positions for Fourth Dimension Wealth

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