iShares Lehman MBS Bond Fund shares owned by Vertex Planning Partners
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Vertex Planning Partners
from 13F filings
Historical chart of Vertex Planning Partners investment in iShares Lehman MBS Bond Fund
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All positions including iShares Lehman MBS Bond Fund held by Vertex Planning 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 Vertex Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 11k | 95.81 |
| 2024-06-30 | $888k | 9.7k | 91.81 |
| 2024-03-31 | $900k | 9.7k | 92.42 |
| 2023-12-31 | $774k | 8.2k | 94.08 |
| 2023-09-30 | $635k | 7.2k | 88.81 |
| 2023-06-30 | $799k | 8.6k | 93.27 |
| 2023-03-31 | $732k | 7.7k | 94.74 |
| 2022-12-31 | $547k | 5.9k | 92.76 |