iShares Lehman MBS Bond Fund shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in iShares Lehman MBS Bond Fund
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All positions including iShares Lehman MBS Bond Fund held by Sovereign Financial Group 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 Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $927k | 10k | 91.68 |
| 2024-09-30 | $787k | 8.2k | 95.81 |
| 2024-06-30 | $773k | 8.4k | 91.81 |
| 2024-03-31 | $658k | 7.1k | 92.42 |
| 2023-12-31 | $642k | 6.8k | 94.08 |
| 2023-09-30 | $498k | 5.6k | 88.80 |
| 2023-06-30 | $787k | 8.4k | 93.27 |
| 2023-03-31 | $833k | 8.8k | 94.73 |
| 2022-12-31 | $665k | 7.2k | 92.75 |