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iShares Lehman MBS Bond Fund shares owned by Kelman-Lazarov

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

Historical chart of Kelman-Lazarov investment in iShares Lehman MBS Bond Fund

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All positions including iShares Lehman MBS Bond Fund held by Kelman-Lazarov 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 Kelman-Lazarov

Quarter filed Position value Share count Share price at filing
2024-06-30 $12M 128k 91.81
2024-03-31 $8.1M 88k 92.42
2023-12-31 $6.3M 67k 94.08
2023-09-30 $287k 3.2k 88.80

More positions owned by Kelman-Lazarov

Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core S&p Scp Etf (IJR)
Pimco Etf Tr Active Bd Etf (BOND)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Fundamental Emer (FNDE)
Schwab Strategic Tr Fundamental Intl (FNDC)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Mbs Etf (MBB)

View all positions for Kelman-Lazarov

Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation
Jpmorgan Chase & Co
Envestnet Asset Management
LPL Financial
Fisher Investments
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
Envestnet Portfolio Solutions
Wells Fargo & Company

View all funds holding iShares Lehman MBS Bond Fund