iShares Lehman MBS Bond Fund shares owned by Lutz Financial Services
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in iShares Lehman MBS Bond Fund
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All positions including iShares Lehman MBS Bond Fund held by Lutz Financial Services 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 Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $51M | 539k | 95.15 |
| 2025-06-30 | $46M | 490k | 93.89 |
| 2025-03-31 | $45M | 482k | 93.78 |
| 2024-12-31 | $42M | 455k | 91.68 |
| 2024-09-30 | $40M | 413k | 95.81 |
| 2024-06-30 | $34M | 372k | 91.81 |
| 2024-03-31 | $28M | 304k | 92.42 |
| 2023-12-31 | $12M | 129k | 94.08 |