iShares Lehman MBS Bond Fund shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in iShares Lehman MBS Bond Fund
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Quarterly reported holdings in iShares Lehman MBS Bond Fund by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $146M | 1.5M | 94.08 |
| 2023-09-30 | $113M | 1.3M | 88.80 |
| 2023-06-30 | $185M | 2.0M | 93.27 |
| 2023-03-31 | $202M | 2.1M | 94.73 |
| 2022-12-31 | $189M | 2.0M | 92.75 |
| 2022-09-30 | $200M | 2.2M | 91.58 |
| 2022-06-30 | $220M | 2.3M | 97.49 |
| 2022-03-31 | $245M | 2.4M | 101.87 |
| 2021-12-31 | $269M | 2.5M | 107.43 |
| 2021-09-30 | $266M | 2.5M | 108.14 |
| 2021-06-30 | $266M | 2.5M | 108.23 |
| 2021-03-31 | $257M | 2.4M | 108.42 |
| 2020-12-31 | $253M | 2.3M | 110.13 |
| 2020-09-30 | $233M | 2.1M | 110.40 |
| 2020-06-30 | $229M | 2.1M | 110.70 |
| 2020-03-31 | $225M | 2.1M | 109.56 |
| 2019-12-31 | $227M | 2.1M | 108.06 |
| 2019-09-30 | $218M | 2.0M | 108.30 |
| 2019-06-30 | $232M | 2.2M | 107.60 |
| 2019-03-31 | $227M | 2.1M | 106.36 |
| 2018-12-31 | $216M | 2.1M | 104.65 |
| 2018-09-30 | $245M | 2.4M | 103.33 |
| 2018-06-30 | $202M | 1.9M | 104.18 |
| 2018-03-31 | $195M | 1.9M | 104.64 |
| 2017-12-31 | $185M | 1.7M | 106.59 |
| 2017-09-30 | $178M | 1.7M | 107.10 |
| 2017-06-30 | $169M | 1.6M | 106.76 |
| 2017-03-31 | $157M | 1.5M | 106.55 |
| 2016-12-31 | $147M | 1.4M | 106.34 |
| 2016-09-30 | $131M | 1.2M | 110.09 |
| 2016-06-30 | $10M | 93k | 110.00 |
| 2016-03-31 | $11M | 100k | 109.67 |
| 2015-12-31 | $13M | 116k | 107.70 |
| 2015-09-30 | $15M | 135k | 109.62 |
| 2015-06-30 | $40M | 369k | 108.62 |
| 2015-03-31 | $30M | 274k | 110.30 |
| 2014-12-31 | $38M | 351k | 109.32 |
| 2014-09-30 | $36M | 330k | 108.11 |
| 2014-06-30 | $27M | 252k | 108.22 |
| 2014-03-31 | $21M | 197k | 106.13 |
| 2013-12-31 | $20M | 195k | 104.57 |
| 2013-09-30 | $27M | 254k | 105.92 |
| 2013-06-30 | $46M | 434k | 105.23 |
| 2013-03-31 | $39M | 364k | 107.94 |
| 2012-12-31 | $46M | 422k | 107.99 |
| 2012-09-30 | $43M | 392k | 109.16 |
| 2012-06-30 | $37M | 343k | 108.44 |
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