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 ExcelQuarterly reported holdings in iShares Lehman MBS Bond Fund by Summit Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $530k | 5.7k | 92.43 |
2023-12-31 | $558k | 5.9k | 94.08 |
2023-09-30 | $483k | 5.4k | 88.81 |
2023-06-30 | $655k | 7.0k | 93.26 |