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iShares Lehman MBS Bond Fund shares owned by Oarsman Capital

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

Historical chart of Oarsman Capital 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 Oarsman Capital 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 Oarsman Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 32k 95.81
2024-06-30 $3.0M 32k 91.81
2024-03-31 $3.8M 41k 92.42
2023-12-31 $3.1M 33k 94.08

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Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Value Etf Etf (VTV)
Schwab International Equity Etf Etf (SCHF)
Ishares Intermediate Government/credit Bond Etf Etf (GVI)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares Core S&p 500 Etf Etf (IVV)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
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Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Microsoft Corp Stock (MSFT)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Apple Stock (AAPL)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Fiserv Stock (FI)

View all positions for Oarsman Capital

Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation
Jpmorgan Chase & Co
Envestnet Asset Management
LPL Financial
Fisher Investments
Morgan Stanley
Tiaa Trust, National Association
Stifel Financial
Branch Banking & Trust Company
Bank of New York Mellon
State of Tennessee, Treasury Department
Hanson McClain Advisors
Envestnet Portfolio Solutions
Pnc Financial Services
Wells Fargo & Company

View all funds holding iShares Lehman MBS Bond Fund