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iShares Lehman MBS Bond Fund shares owned by Modera Wealth Management

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

Historical chart of Modera Wealth Management 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 Modera Wealth Management 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 Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $22M 226k 95.81
2024-06-30 $20M 214k 91.81
2024-03-31 $17M 179k 92.42
2023-12-31 $16M 172k 94.08
2023-09-30 $9.1M 103k 88.80
2023-06-30 $7.7M 83k 93.27