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iShares Lehman MBS Bond Fund shares owned by Truewealth

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

Historical chart of Truewealth investment in iShares Lehman MBS Bond Fund

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

Quarter filed Position value Share count Share price at filing
2020-06-30 $117k 1.1k 110.69
2020-03-31 $117k 1.1k 110.69
2018-03-31 $77k 732 105.19

More positions owned by Truewealth

Coca-Cola Company (KO)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Apple (AAPL)
Lockheed Martin Corporation (LMT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Truewealth

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