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iShares Lehman MBS Bond Fund shares owned by Tradition Wealth Management

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

Historical chart of Tradition Wealth Management 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 Tradition Wealth Management 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 Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.8M 30k 94.07
2023-09-30 $2.6M 30k 88.78
2023-06-30 $3.5M 37k 93.25
2023-03-31 $3.5M 37k 94.72
2022-12-31 $524k 5.6k 92.78
2022-09-30 $693k 7.6k 91.64
2022-06-30 $870k 8.9k 97.49
2022-03-31 $1.2M 12k 101.89
2021-12-31 $4.6M 43k 107.43
2021-09-30 $4.7M 43k 108.14
2021-06-30 $4.1M 38k 108.23
2021-03-31 $4.4M 41k 108.43
2020-12-31 $4.3M 39k 110.12