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iShares Lehman MBS Bond Fund shares owned by Trajan Wealth

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

Historical chart of Trajan Wealth 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 Trajan Wealth 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 Trajan Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5M 47k 95.81
2024-06-30 $4.5M 49k 91.81

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View all positions for Trajan Wealth

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