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iShares Lehman MBS Bond Fund shares owned by Kozak & Associates

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

Historical chart of Kozak & Associates 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 Kozak & Associates 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 Kozak & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $31k 334 93.15
2023-06-30 $9.1k 98 92.71

More positions owned by Kozak & Associates

Spdr S&p 500 Etf Trust Etf (SPY)
Ishares U.s. Tech Independence Focused Etf Etf (IETC)
Invesco Qqq Trust Series I Etf (QQQ)
Invesco S&p 500 Revenue Etf Etf (RWL)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares Us Financial Services Etf Etf (IYG)
Nvidia Corporation Stock (NVDA)
Costco Whsl Corp Stock (COST)
Amazon Stock (AMZN)
Health Care Select Sector Spdr Fund Etf (XLV)
Vaneck Semiconductor Etf Etf (SMH)
Schwab Charles Corp Stock (SCHW)
Deere & Co Stock (DE)

View all positions for Kozak & Associates

Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Advisory
Tiaa Trust, National Association
Bank of New York Mellon
Branch Banking & Trust Company
Stifel Financial
Wells Fargo & Company
Hanson McClain Advisors
Envestnet Portfolio Solutions
CWM
Adviser Investments
Royal Bank of Canada
Us Bancorp
Goldman Sachs Group

View all funds holding iShares Lehman MBS Bond Fund