iShares Lehman MBS Bond Fund shares owned by One Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by One Wealth Advisors
from 13F filings
Historical chart of One Wealth 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 One Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Lehman MBS Bond Fund by One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.0M | 98k | 92.42 |
| 2023-09-30 | $7.7M | 87k | 88.80 |
| 2023-06-30 | $11M | 112k | 93.27 |
| 2023-03-31 | $10M | 107k | 94.73 |
| 2022-12-31 | $8.1M | 88k | 92.75 |
| 2022-09-30 | $1.7M | 18k | 91.59 |
| 2022-06-30 | $1.6M | 17k | 97.49 |
| 2022-03-31 | $1.7M | 17k | 101.89 |
| 2021-12-31 | $2.1M | 20k | 107.44 |
| 2021-09-30 | $4.7M | 44k | 108.14 |
| 2021-06-30 | $847k | 7.8k | 108.27 |
| 2021-03-31 | $518k | 4.8k | 108.41 |
| 2020-12-31 | $400k | 3.6k | 110.25 |