iShares Lehman MBS Bond Fund shares owned by SIMA Wealth Partners
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by SIMA Wealth Partners
from 13F filings
Historical chart of SIMA Wealth Partners investment in iShares Lehman MBS Bond Fund
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All positions including iShares Lehman MBS Bond Fund held by SIMA Wealth Partners 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 SIMA Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $7.7M | 81k | 94.52 |
| 2026-03-31 | $8.0M | 84k | 94.95 |
| 2025-12-31 | $7.4M | 78k | 95.22 |
| 2025-09-30 | $7.4M | 78k | 95.15 |
| 2025-06-30 | $7.5M | 80k | 93.89 |
| 2025-03-31 | $7.5M | 80k | 93.78 |
| 2024-12-31 | $6.9M | 76k | 91.68 |
| 2024-09-30 | $6.5M | 68k | 95.81 |
| 2024-06-30 | $5.5M | 60k | 91.81 |