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iShares Lehman MBS Bond Fund shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 41k 95.15
2025-06-30 $3.5M 37k 93.89
2025-03-31 $3.2M 35k 93.78
2024-12-31 $14M 152k 91.68
2023-12-31 $300k 3.2k 94.07
2023-09-30 $259k 2.9k 88.81
2019-12-31 $800k 7.4k 108.05