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iShares Lehman MBS Bond Fund shares owned by Perennial Investment Advisors

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

Historical chart of Perennial Investment Advisors 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 Perennial Investment Advisors 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 Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $957k 10k 95.16
2025-06-30 $1.0M 11k 93.90
2025-03-31 $1.1M 12k 93.79
2024-12-31 $1.1M 12k 91.68
2024-09-30 $1.3M 13k 95.82
2024-06-30 $1.4M 15k 91.82
2024-03-31 $779k 8.4k 92.42
2023-09-30 $621k 7.0k 88.80
2023-06-30 $795k 8.5k 93.27
2023-03-31 $731k 7.7k 94.73
2022-12-31 $277k 3.0k 92.75
2020-12-31 $245k 2.2k 109.91