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iShares Lehman MBS Bond Fund shares owned by LiftPoint Family Wealth Advisors

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

Historical chart of LiftPoint Family 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 LiftPoint Family 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 LiftPoint Family Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $226k 2.4k 94.95

More positions owned by LiftPoint Family Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Long Term Muni (LMUB)
Ishares Tr National Mun Etf (MUB)
Blackrock Etf Trust Ishares Large Ca (BLCR)
Apple (AAPL)
Ishares Tr Msci Usa Mmentm (MTUM)

View all positions for LiftPoint Family Wealth Advisors

Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation
Envestnet Asset Management
LPL Financial
UBS Group
TIAA Wealth Investment Management
Ameriprise Financial
Morgan Stanley
Tiaa-cref Individual & Institutional Services
Branch Banking & Trust Company
Ubs Global Asset Management Americas
Renaissancere Holdings
Stifel Financial
Bank Of Montreal
Hanson McClain Advisors
Pnc Financial Services

View all funds holding iShares Lehman MBS Bond Fund