iShares Lehman MBS Bond Fund shares owned by KCS Wealth Advisory
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by KCS Wealth Advisory
from 13F filings
Historical chart of KCS Wealth Advisory investment in iShares Lehman MBS Bond Fund
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Quarterly reported holdings in iShares Lehman MBS Bond Fund by KCS Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $5.1M | 57k | 88.80 |
| 2023-06-30 | $5.2M | 56k | 93.27 |
| 2022-03-31 | $308k | 3.0k | 101.92 |
| 2021-12-31 | $527k | 4.9k | 107.33 |
| 2021-09-30 | $319k | 3.0k | 108.14 |
| 2021-06-30 | $241k | 2.2k | 108.41 |
| 2021-03-31 | $316k | 2.9k | 108.29 |
| 2020-12-31 | $265k | 2.4k | 110.14 |
| 2020-09-30 | $2.6M | 24k | 110.42 |
| 2020-06-30 | $1.7M | 16k | 110.68 |
| 2019-09-30 | $16k | 150 | 108.30 |
| 2018-03-31 | $212k | 2.0k | 104.54 |
| 2017-12-31 | $647k | 6.1k | 106.57 |