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iShares Lehman MBS Bond Fund shares owned by VestGen Advisors

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

Historical chart of VestGen 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 VestGen 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 VestGen Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.7M 39k 94.52
2026-03-31 $656k 7.0k 94.22
2025-09-30 $647k 6.8k 95.15
2025-06-30 $581k 6.2k 93.88

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Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation
Jpmorgan Chase & Co
Envestnet Asset Management
LPL Financial
UBS Group
TIAA Wealth Investment Management
Ameriprise Financial
Morgan Stanley
Tiaa-cref Individual & Institutional Services
Branch Banking & Trust Company
Ubs Global Asset Management Americas
Stifel Financial
Bank Of Montreal
Pnc Financial Services
Hanson McClain Advisors

View all funds holding iShares Lehman MBS Bond Fund