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iShares Lehman MBS Bond Fund shares owned by Pacific Sage Partners

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

Historical chart of Pacific Sage Partners 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 Pacific Sage Partners 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 Pacific Sage Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.3M 76k 95.81
2024-06-30 $7.0M 77k 91.81
2024-03-31 $6.7M 73k 92.42
2023-12-31 $6.8M 73k 94.08
2023-09-30 $6.2M 70k 88.80

More positions owned by Pacific Sage Partners

Microsoft Corporation (MSFT)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Rus 1000 Val Etf (IWD)
Strategy Day Hagan Ned (SSUS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Mbs Etf (MBB)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Sprott Physical Gold Tr Unit (PHYS)

View all positions for Pacific Sage Partners

Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation
Jpmorgan Chase & Co
Envestnet Asset Management
LPL Financial
Fisher Investments
Morgan Stanley
Charles Schwab Investment Management
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
Wells Fargo & Company

View all funds holding iShares Lehman MBS Bond Fund