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iShares Lehman MBS Bond Fund shares owned by Peninsula Wealth

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

Historical chart of Peninsula Wealth 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 Peninsula Wealth 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 Peninsula Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.5M 27k 93.12
2024-03-31 $1.8M 19k 92.42
2023-12-31 $1.6M 17k 94.08

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Top funds holding iShares Lehman MBS Bond Fund

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

View all funds holding iShares Lehman MBS Bond Fund