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iShares Lehman MBS Bond Fund shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks Wealth Advisors 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 Twin Peaks Wealth Advisors 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 Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 17k 95.81
2024-06-30 $1.4M 15k 91.81
2024-03-31 $1.2M 13k 92.42
2023-12-31 $1.1M 11k 94.08

More positions owned by Twin Peaks Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Meta Platforms Cl A (META)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Core Total Usd (IUSB)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Twin Peaks Wealth Advisors

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