iShares Lehman MBS Bond Fund shares owned by Heck Capital Advisors
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Heck Capital Advisors
from 13F filings
Historical chart of Heck Capital Advisors investment in iShares Lehman MBS Bond Fund
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Quarterly reported holdings in iShares Lehman MBS Bond Fund by Heck Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 144k | 95.15 |
| 2025-06-30 | $6.3M | 67k | 93.89 |
| 2024-12-31 | $17k | 180 | 91.86 |
| 2024-09-30 | $754k | 7.9k | 95.81 |
| 2024-06-30 | $17k | 184 | 91.88 |
| 2024-03-31 | $17k | 182 | 92.62 |
| 2023-12-31 | $17k | 181 | 94.20 |
| 2023-09-30 | $16k | 179 | 88.80 |
| 2023-06-30 | $17k | 177 | 93.49 |
| 2023-03-31 | $17k | 176 | 94.72 |
| 2022-12-31 | $16k | 170 | 92.78 |
| 2022-09-30 | $15k | 168 | 91.84 |
| 2022-06-30 | $16k | 168 | 97.24 |
| 2022-03-31 | $35k | 342 | 101.81 |
| 2021-12-31 | $37k | 341 | 107.53 |
| 2021-09-30 | $5.7M | 53k | 108.14 |
| 2021-06-30 | $5.7M | 52k | 108.23 |
| 2021-03-31 | $5.5M | 51k | 108.42 |
| 2020-12-31 | $5.0M | 46k | 110.13 |
| 2020-09-30 | $4.6M | 42k | 110.40 |
| 2020-06-30 | $4.4M | 40k | 110.70 |
| 2020-03-31 | $4.0M | 36k | 110.44 |
| 2019-12-31 | $4.0M | 37k | 108.06 |
| 2019-09-30 | $3.8M | 35k | 108.30 |
| 2019-06-30 | $3.5M | 33k | 107.60 |
| 2019-03-31 | $3.2M | 30k | 106.36 |
| 2018-12-31 | $3.0M | 29k | 104.65 |
| 2018-09-30 | $2.9M | 28k | 103.33 |
| 2018-06-30 | $2.6M | 25k | 104.18 |
| 2018-03-31 | $2.5M | 24k | 104.64 |
| 2017-12-31 | $2.5M | 24k | 106.59 |
| 2017-09-30 | $2.3M | 22k | 107.10 |
| 2017-06-30 | $2.0M | 18k | 106.76 |
| 2017-03-31 | $1.9M | 17k | 106.55 |
| 2016-12-31 | $1.4M | 13k | 106.34 |