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iShares Lehman MBS Bond Fund shares owned by One Wealth Capital Management

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

Historical chart of One Wealth Capital 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 One Wealth Capital 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 One Wealth Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 22k 95.15
2025-06-30 $2.0M 21k 93.89
2025-03-31 $1.9M 21k 93.78
2024-12-31 $2.6M 29k 91.68