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iShares Lehman MBS Bond Fund shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners 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 Triad Wealth Partners 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 Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 50k 95.81
2024-06-30 $2.1k 23 91.83

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Triad Wealth Partners

Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation
Jpmorgan Chase & Co
Envestnet Asset Management
LPL Financial
Fisher Investments
Morgan Stanley
Charles Schwab Investment Management
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
Wells Fargo & Company

View all funds holding iShares Lehman MBS Bond Fund