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iShares Lehman MBS Bond Fund shares owned by Retirement Capital Strategies

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

Historical chart of Retirement Capital Strategies 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 Retirement Capital Strategies 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 Retirement Capital Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 142k 94.08
2023-06-30 $1.6M 18k 93.27

More positions owned by Retirement Capital Strategies

Spdr Ser Tr S&p 500 Esg Etf (EFIV)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Core Total Usd (IUSB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr National Mun Etf (MUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Ftse Int Gvt Etf (WIP)
Apple (AAPL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Esg Scrnd S&p500 (XVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
3M Company (MMM)

View all positions for Retirement Capital Strategies

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