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iShares Lehman MBS Bond Fund shares owned by Lifelong Wealth Advisors

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

Historical chart of Lifelong Wealth Advisors 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 Lifelong Wealth Advisors 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 Lifelong Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 20k 95.15
2025-06-30 $1.8M 19k 93.89
2025-03-31 $1.7M 19k 93.78
2024-12-31 $1.9M 21k 91.68