iShares Lehman MBS Bond Fund shares owned by Tandem Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Tandem Wealth Advisors
from 13F filings
Historical chart of Tandem Wealth Advisors investment in iShares Lehman MBS Bond Fund
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All positions including iShares Lehman MBS Bond Fund held by Tandem Wealth Advisors 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 Tandem Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 138k | 95.81 |
| 2024-06-30 | $13M | 136k | 91.81 |
| 2024-03-31 | $12M | 133k | 91.89 |
| 2023-12-31 | $12M | 128k | 94.08 |
| 2023-09-30 | $12M | 131k | 88.80 |
| 2023-06-30 | $12M | 126k | 93.25 |
| 2023-03-31 | $12M | 127k | 94.73 |
| 2022-12-31 | $12M | 126k | 92.75 |