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iShares Lehman MBS Bond Fund shares owned by Monticello Wealth Management

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

Historical chart of Monticello 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 Monticello 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 Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 17k 94.08
2023-09-30 $2.2M 25k 88.80
2023-06-30 $4.0M 42k 93.27
2023-03-31 $4.6M 50k 92.75
2022-12-31 $4.6M 50k 92.75
2022-09-30 $4.8M 53k 91.58
2022-06-30 $5.4M 55k 97.50
2022-03-31 $6.4M 63k 101.86
2021-12-31 $8.5M 79k 107.43
2021-09-30 $14M 125k 108.14
2021-06-30 $13M 116k 108.23
2021-03-31 $13M 120k 108.42
2020-12-31 $6.7M 61k 110.14