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iShares Lehman MBS Bond Fund shares owned by Heritage Oak Wealth Advisors

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

Historical chart of Heritage Oak Wealth Advisors 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 Heritage Oak Wealth Advisors 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 Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $369k 4.0k 91.81

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Core Scientific *w Exp 01/23/202 (CORZZ)
Apple (AAPL)
Humana (HUM)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Core Scientific *w Exp 01/23/202 (CORZW)
Core Scientific (CORZ)

View all positions for Heritage Oak Wealth Advisors

Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation
Jpmorgan Chase & Co
Envestnet Asset Management
LPL Financial
Fisher Investments
Ameriprise Financial
Morgan Stanley
Charles Schwab Investment Management
Tiaa Trust, National Association
Stifel Financial
Branch Banking & Trust Company
Bank of New York Mellon
State of Tennessee, Treasury Department
Hanson McClain Advisors
Wells Fargo & Company

View all funds holding iShares Lehman MBS Bond Fund