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iShares Lehman MBS Bond Fund shares owned by Independent Wealth Network

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

Historical chart of Independent Wealth Network 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 Wealth Network 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 Wealth Network

Quarter filed Position value Share count Share price at filing
2026-03-31 $206k 2.2k 94.95

More positions owned by Independent Wealth Network

Caterpillar (CAT)
Spdr Series Trust State Street Spd (SPYM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust State Street Spd (SPYG)
Ishares Silver Tr Ishares (SLV)
Collaborative Investmnt Ser Rareview Dynamic (RDFI)
Chevron Corporation (CVX)
Dimensional Etf Trust Us Equity Market (DFUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (SPYV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Independent Wealth Network

Top funds holding iShares Lehman MBS Bond Fund

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

View all funds holding iShares Lehman MBS Bond Fund