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iShares Lehman MBS Bond Fund shares owned by Ground Swell Capital

Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Ground Swell Capital from 13F filings

Historical chart of Ground Swell Capital 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 Ground Swell Capital 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 Ground Swell Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $321k 3.4k 94.52
2022-06-30 $224k 2.3k 97.69

More positions owned by Ground Swell Capital

Ishares Tr Core S&p500 Etf (IVV)
Space Exploration Techn Corp Class A Com Stk (SPCX)
Ishares Tr Russell 2000 Etf (IWM)
Asml Hldg Nv N Y Registry Shs (ASML)
Cerebras Systems Com Cl A (CBRS)
Entegris (ENTG)
Marvell Technology (MRVL)
Lumentum Hldgs (LITE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Rus 1000 Val Etf (IWD)
Tesla Motors (TSLA)
MKS Instruments (MKSI)
4068594 Enphase Energy (ENPH)
Axia Energia Sa Spon Ads Pf Cl C (AXIA.PC)
Lam Research Corp Com New (LRCX)

View all positions for Ground Swell Capital

Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation
Jpmorgan Chase & Co
Envestnet Asset Management
LPL Financial
UBS Group
TIAA Wealth Investment Management
Ameriprise Financial
Morgan Stanley
Tiaa-cref Individual & Institutional Services
Branch Banking & Trust Company
Ubs Global Asset Management Americas
Stifel Financial
Bank Of Montreal
Pnc Financial Services
Hanson McClain Advisors

View all funds holding iShares Lehman MBS Bond Fund