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iShares Lehman MBS Bond Fund shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment 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 Mount Yale Investment 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 Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 27k 95.81
2024-06-30 $2.6M 29k 91.81
2024-03-31 $2.3M 25k 92.42
2023-09-30 $1.8M 20k 88.80
2023-06-30 $2.4M 25k 93.27
2023-03-31 $2.1M 22k 94.73
2022-12-31 $8.7M 94k 92.75
2022-09-30 $655k 7.2k 91.57
2022-06-30 $718k 7.4k 97.54
2022-03-31 $697k 6.8k 101.80
2021-12-31 $716k 6.7k 107.48
2021-09-30 $642k 5.9k 108.06
2021-06-30 $553k 5.1k 108.24
2021-03-31 $638k 5.9k 108.49
2020-12-31 $836k 7.6k 110.10