iShares Lehman MBS Bond Fund shares owned by Modern Wealth Management
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern 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 Modern 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 Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 118k | 95.15 |
| 2025-06-30 | $15M | 159k | 93.64 |
| 2025-03-31 | $15M | 156k | 93.78 |
| 2024-12-31 | $13M | 136k | 91.68 |
| 2024-09-30 | $4.0M | 42k | 95.81 |
| 2024-06-30 | $3.2M | 35k | 91.81 |
| 2024-03-31 | $1.7M | 19k | 92.42 |
| 2023-12-31 | $318k | 3.4k | 94.09 |