iShares Lehman MBS Bond Fund shares owned by Simplicity Wealth
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in iShares Lehman MBS Bond Fund
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All positions including iShares Lehman MBS Bond Fund held by Simplicity 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 Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 44k | 95.15 |
| 2025-06-30 | $7.7M | 83k | 93.89 |
| 2025-03-31 | $3.6M | 39k | 93.78 |
| 2024-09-30 | $4.2M | 44k | 95.81 |
| 2024-06-30 | $4.3M | 47k | 91.81 |
| 2024-03-31 | $3.9M | 43k | 92.42 |
| 2023-12-31 | $3.1M | 33k | 94.08 |
| 2023-09-30 | $2.1M | 24k | 88.80 |
| 2023-06-30 | $1.5M | 17k | 93.27 |
| 2023-03-31 | $1.3M | 13k | 94.73 |
| 2022-12-31 | $368k | 4.0k | 92.76 |