Hart & Patterson Financial Group »

iShares Lehman MBS Bond Fund shares owned by Hart & Patterson Financial Group

Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Hart & Patterson Financial Group from 13F filings

Historical chart of Hart & Patterson Financial Group 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 Hart & Patterson Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman MBS Bond Fund by Hart & Patterson Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 37k 92.42
2023-12-31 $3.4M 37k 94.08

More positions owned by Hart & Patterson Financial Group

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Spdr Ser Tr Portfli High Yld (SPHY)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Msci Gbl Min Vol (ACWV)

View all positions for Hart & Patterson Financial Group

Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation
Jpmorgan Chase & Co
LPL Financial
Charles Schwab Investment Advisory
Tiaa Trust, National Association
Bank of New York Mellon
Wells Fargo & Company
Branch Banking & Trust Company
Stifel Financial
Envestnet Portfolio Solutions
Hanson McClain Advisors
BlackRock
CWM
Adviser Investments
Royal Bank of Canada

View all funds holding iShares Lehman MBS Bond Fund