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iShares Lehman MBS Bond Fund shares owned by Mowery & Schoenfeld Wealth Management

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

Historical chart of Mowery & Schoenfeld 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 Mowery & Schoenfeld 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 Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.5k 47 94.96

More positions owned by Mowery & Schoenfeld Wealth Management

Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Proshares Tr Short S&p 500 Ne (SH)
Alphabet Cap Stk Cl A (GOOGL)
Proshares Tr S&p 500 Dv Arist (NOBL)
Etf Opportunities Trust Hedgeye Capital (HECA)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
Eli Lilly & Co. (LLY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Invesco Actively Managed Exc Short Duration T (GTOS)

View all positions for Mowery & Schoenfeld Wealth Management

Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation
Envestnet Asset Management
LPL Financial
UBS Group
TIAA Wealth Investment Management
Ameriprise Financial
Morgan Stanley
Tiaa-cref Individual & Institutional Services
Branch Banking & Trust Company
Barclays
Ubs Global Asset Management Americas
Renaissancere Holdings
Stifel Financial
Bank Of Montreal
Hanson McClain Advisors

View all funds holding iShares Lehman MBS Bond Fund