iShares Lehman MBS Bond Fund shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in iShares Lehman MBS Bond Fund
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Quarterly reported holdings in iShares Lehman MBS Bond Fund by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $208k | 2.2k | 95.13 |
| 2025-06-30 | $202k | 2.1k | 93.91 |
| 2025-03-31 | $200k | 2.1k | 93.76 |
| 2024-12-31 | $445k | 4.9k | 91.68 |
| 2024-09-30 | $400k | 4.2k | 95.81 |
| 2024-06-30 | $526k | 5.7k | 91.81 |
| 2024-03-31 | $552k | 6.0k | 92.41 |
| 2023-12-31 | $558k | 5.9k | 94.08 |
| 2023-09-30 | $506k | 5.7k | 88.80 |
| 2023-06-30 | $628k | 6.7k | 93.27 |
| 2023-03-31 | $564k | 6.0k | 94.72 |
| 2022-12-31 | $549k | 5.9k | 92.75 |
| 2022-09-30 | $308k | 3.4k | 91.69 |
| 2022-06-30 | $228k | 2.3k | 97.60 |
| 2022-03-31 | $227k | 2.3k | 97.59 |
| 2021-12-31 | $287k | 2.7k | 107.53 |
| 2021-09-30 | $247k | 2.3k | 108.24 |
| 2021-06-30 | $204k | 1.9k | 108.34 |