iShares Lehman MBS Bond Fund shares owned by Shared Vision Wealth Group
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Shared Vision Wealth Group
from 13F filings
Historical chart of Shared Vision Wealth Group investment in iShares Lehman MBS Bond Fund
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Quarterly reported holdings in iShares Lehman MBS Bond Fund by Shared Vision Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.7M | 70k | 96.05 |
| 2025-06-30 | $6.3M | 68k | 93.07 |
| 2025-03-31 | $5.9M | 63k | 93.78 |
| 2024-12-31 | $6.2M | 68k | 91.68 |
| 2024-09-30 | $6.2M | 65k | 95.81 |
| 2024-06-30 | $5.8M | 64k | 91.81 |
| 2024-03-31 | $6.3M | 68k | 92.42 |
| 2023-12-31 | $5.5M | 58k | 94.08 |
More positions owned by Shared Vision Wealth Group
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