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iShares Lehman MBS Bond Fund shares owned by Summit Wealth Group

Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Summit Wealth Group from 13F filings

Historical chart of Summit Wealth Group 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 Wealth 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 Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $781k 8.4k 93.30
2023-03-31 $2.0k 190k 0.01

More positions owned by Summit Wealth Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Msci Usa Value (VLUE)
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Ishares Tr Blackrock Ultra (ICSH)
Vanguard World Fds Health Car Etf (VHT)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Esg Awre Usd Etf (SUSC)
Vanguard Scottsdale Fds Long Term Treas (VGLT)

View all positions for Summit Wealth Group

Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Advisory
Tiaa Trust, National Association
Bank of New York Mellon
Branch Banking & Trust Company
Stifel Financial
Wells Fargo & Company
Envestnet Portfolio Solutions
Hanson McClain Advisors
CWM
Adviser Investments
Royal Bank of Canada
Us Bancorp
Goldman Sachs Group

View all funds holding iShares Lehman MBS Bond Fund