iShares Lehman MBS Bond Fund shares owned by Theory Financial
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Theory Financial
from 13F filings
Historical chart of Theory 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 Theory 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 Theory Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 119k | 95.96 |
| 2025-06-30 | $10M | 112k | 93.07 |
| 2025-03-31 | $9.9M | 105k | 93.78 |
| 2024-12-31 | $9.5M | 103k | 91.68 |
| 2024-09-30 | $9.1M | 98k | 92.84 |
| 2024-06-30 | $8.8M | 96k | 91.81 |
| 2024-03-31 | $8.6M | 93k | 92.42 |
| 2023-12-31 | $8.5M | 90k | 94.08 |
| 2023-09-30 | $7.9M | 89k | 88.80 |
| 2023-06-30 | $7.5M | 81k | 93.27 |