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iShares Lehman MBS Bond Fund shares owned by Tidemark

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

Historical chart of Tidemark investment in iShares Lehman MBS Bond Fund

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All positions including iShares Lehman MBS Bond Fund held by Tidemark 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 Tidemark

Quarter filed Position value Share count Share price at filing
2024-09-30 $151k 1.6k 95.83
2024-06-30 $145k 1.6k 91.79
2024-03-31 $190k 2.1k 92.42
2023-12-31 $240k 2.5k 94.10

More positions owned by Tidemark

Invesco Total MF Closed and MF Open (GTO)
Spdr Portfolio MF Closed and MF Open (SPLG)
Spdr Portfolio MF Closed and MF Open (SPYG)
Invesco Exchange MF Closed and MF Open (SPHQ)
Global X MF Closed and MF Open (AUSF)
Spdr Mortgage MF Closed and MF Open (SPMB)
Wisdomtree Dynamic MF Closed and MF Open (DDWM)
Invesco S&p MF Closed and MF Open (IDMO)
Ishares S&p MF Closed and MF Open (IVE)
Blackrock Flexible MF Closed and MF Open (BINC)
Avantis Emerging MF Closed and MF Open (AVEM)
Apple Common Stock (AAPL)
Sector Technology MF Closed and MF Open (XLK)
Spdr Portfolio MF Closed and MF Open (SPTL)
Tesla Common Stock (TSLA)

View all positions for Tidemark

Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation
Jpmorgan Chase & Co
Envestnet Asset Management
LPL Financial
Fisher Investments
Morgan Stanley
Tiaa Trust, National Association
Stifel Financial
Branch Banking & Trust Company
Bank of New York Mellon
State of Tennessee, Treasury Department
Hanson McClain Advisors
Envestnet Portfolio Solutions
Pnc Financial Services
Wells Fargo & Company

View all funds holding iShares Lehman MBS Bond Fund