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iShares Lehman MBS Bond Fund shares owned by Pinnacle Wealth Management Group

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

Historical chart of Pinnacle Wealth Management Group 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 Pinnacle Wealth Management Group 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 Pinnacle Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.8M 63k 92.42
2023-12-31 $3.2M 34k 94.08
2023-09-30 $2.9M 33k 88.80

More positions owned by Pinnacle Wealth Management Group

Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Mbs Etf (MBB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Val Etf (IWD)
Innovator Etfs Trust Nasdaq 100 Mana
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Russell 2000 Etf (IWM)
Morgan Stanley Com New (MS)
Pacer Fds Tr Us Cash Cows 100 (COWZ)

View all positions for Pinnacle Wealth Management Group

Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Advisory
Tiaa Trust, National Association
Bank of New York Mellon
Branch Banking & Trust Company
Stifel Financial
Wells Fargo & Company
Hanson McClain Advisors
Envestnet Portfolio Solutions
CWM
Adviser Investments
Royal Bank of Canada
Us Bancorp
Goldman Sachs Group

View all funds holding iShares Lehman MBS Bond Fund