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iShares Lehman MBS Bond Fund shares owned by Regimen Wealth

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

Historical chart of Regimen 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 Regimen 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 Regimen Wealth

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.2M 14k 88.80
2023-06-30 $1.7M 18k 93.27
2023-03-31 $1.6M 20k 83.60
2022-12-31 $1.3M 14k 92.60

More positions owned by Regimen Wealth

Ishares Tr Core High Dv Etf (HDV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Grwth Etf (EFG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Regimen Wealth

Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation
Jpmorgan Chase & Co
Envestnet Asset Management
LPL Financial
Ameriprise Financial
Jane Street
Morgan Stanley
Charles Schwab Investment Advisory
Tiaa Trust, National Association
Stifel Financial
Branch Banking & Trust Company
Bank of New York Mellon
Wells Fargo & Company
State of Tennessee, Treasury Department
Envestnet Portfolio Solutions

View all funds holding iShares Lehman MBS Bond Fund