iShares Lehman MBS Bond Fund shares owned by Optivise Advisory Services
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Optivise Advisory Services
from 13F filings
Historical chart of Optivise Advisory Services investment in iShares Lehman MBS Bond Fund
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Quarterly reported holdings in iShares Lehman MBS Bond Fund by Optivise Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 14k | 95.15 |
| 2025-06-30 | $1.5M | 16k | 93.89 |
| 2025-03-31 | $1.3M | 14k | 93.78 |
| 2024-12-31 | $1.3M | 15k | 91.68 |
| 2024-09-30 | $1.4M | 15k | 95.81 |
| 2024-06-30 | $1.4M | 15k | 91.81 |
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