iShares Lehman MBS Bond Fund shares owned by Summit Financial
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares Lehman MBS Bond Fund
Tip: Access up to 7 years of quarterly data
All positions including iShares Lehman MBS Bond Fund held by Summit Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Lehman MBS Bond Fund by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $264k | 2.8k | 94.73 |
| 2022-12-31 | $380k | 4.1k | 92.68 |
| 2022-09-30 | $582k | 6.4k | 91.58 |
| 2022-06-30 | $642k | 6.6k | 97.44 |
| 2022-03-31 | $671k | 6.6k | 101.80 |
| 2021-12-31 | $971k | 9.0k | 107.37 |
| 2021-09-30 | $970k | 9.0k | 108.16 |
| 2021-06-30 | $866k | 8.0k | 108.30 |
| 2021-03-31 | $528k | 4.9k | 108.45 |