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iShares Lehman MBS Bond Fund shares owned by Payne Capital

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

Historical chart of Payne 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 Payne 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 Payne Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.8M 19k 94.95

More positions owned by Payne Capital

Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Vanguard Value Etf Etf (VTV)
Schwab Us Dividend Equity Etf Etf (SCHD)
Microsoft Corp Stock (MSFT)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Dynamic Equity Active Etf Etf (BDYN)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Apple Stock (AAPL)
Vanguard Ultra-short Bond Etf Etf (VUSB)
Alps International Sector Dividend Dogs Etf Etf (IDOG)
Avantis International Equity Etf Etf (AVDE)
State Street Industrial Select Sector Spdr Etf Etf (XLI)

View all positions for Payne Capital

Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation
Envestnet Asset Management
LPL Financial
UBS Group
TIAA Wealth Investment Management
Ameriprise Financial
Morgan Stanley
Tiaa-cref Individual & Institutional Services
Branch Banking & Trust Company
Barclays
Ubs Global Asset Management Americas
Renaissancere Holdings
Stifel Financial
Bank Of Montreal
Hanson McClain Advisors

View all funds holding iShares Lehman MBS Bond Fund