iShares Lehman MBS Bond Fund shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in iShares Lehman MBS Bond Fund
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All positions including iShares Lehman MBS Bond Fund held by Lifeworks 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 Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $12M | 128k | 95.81 |
| 2024-06-30 | $8.6M | 94k | 91.81 |
| 2024-03-31 | $8.2M | 88k | 92.42 |
| 2023-12-31 | $6.0M | 63k | 94.08 |
| 2023-09-30 | $5.2M | 58k | 88.80 |
| 2023-06-30 | $4.6M | 49k | 93.27 |
| 2023-03-31 | $2.4M | 26k | 94.73 |