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iShares Lehman MBS Bond Fund shares owned by Regal Investment Advisors

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

Historical chart of Regal 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 Regal 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 Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.0M 73k 95.81
2024-06-30 $4.6M 50k 91.81
2024-03-31 $4.3M 47k 92.42
2023-09-30 $3.8M 43k 88.80
2023-06-30 $4.7M 50k 93.27
2023-03-31 $4.6M 48k 94.73
2022-12-31 $3.8M 41k 92.75
2022-09-30 $1.0M 11k 91.57
2022-06-30 $1.2M 12k 97.48
2022-03-31 $1.3M 13k 101.87
2021-12-31 $1.3M 12k 107.42
2021-09-30 $1.1M 11k 108.18
2021-06-30 $1.1M 9.7k 108.28
2020-12-31 $1.2M 11k 110.10
2020-06-30 $1.2M 11k 110.70
2017-06-30 $511k 4.8k 106.84
2017-03-31 $792k 7.4k 106.51
2016-12-31 $864k 8.1k 106.33
2016-09-30 $2.2M 20k 110.11
2016-06-30 $2.7M 24k 109.96
2016-03-31 $2.4M 22k 109.50
2015-12-31 $3.6M 34k 107.69
2015-09-30 $8.7M 79k 109.62
2015-06-30 $3.1M 29k 108.61
2015-03-31 $3.2M 29k 110.34
2014-12-31 $3.5M 32k 109.33
2014-09-30 $3.3M 31k 108.10
2014-06-30 $2.6M 24k 108.22
2014-03-31 $185k 1.7k 106.14
2013-12-31 $23k 218 105.50
2013-09-30 $305k 2.9k 105.94
2013-06-30 $1.6M 15k 105.22