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Richardson Financial Services »

iShares Lehman MBS Bond Fund shares owned by Richardson Financial Services

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

Historical chart of Richardson Financial Services investment in iShares Lehman MBS Bond Fund

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All positions including iShares Lehman MBS Bond Fund held by Richardson Financial Services 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 Richardson Financial Services

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$234k	2.5k	92.41
2023-12-31	$145k	1.5k	94.08

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Spdr S&p Developed World Ex-us Etf - Equity (SPDW)

Spdr Portfolio Emerging Markets Etf - Equity (SPEM)

Ishares High Yield Corp Etf - Fixed Income (HYG)

Vanguard S&p 500 Etf - Equity (VOO)

Microsoft Corp Common Stock (MSFT)

Vanguard Ftse Developed Markets Etf - Equity (VEA)

iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)

NVIDIA Corp Common Stock (NVDA)

Vanguard Small Cap Growth Etf Etf - Equity (VBK)

iShares Core MSCI Europe ETF Exchange Traded Fund (IEUR)

View all positions for Richardson Financial Services

Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation

Jpmorgan Chase & Co

Envestnet Asset Management

Ameriprise Financial

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

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