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iShares Lehman MBS Bond Fund shares owned by Vision Retirement

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

Historical chart of Vision Retirement 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 Vision Retirement 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 Vision Retirement

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0M 11k 94.95
2025-12-31 $1.2M 13k 95.22

More positions owned by Vision Retirement

Invesco Qqq MF Closed and MF Open (QQQ)
Apple Common Stock (AAPL)
Amazon Common Stock (AMZN)
State Street MF Closed and MF Open (DIA)
Costco Wholesale Common Stock (COST)
Tesla Common Stock (TSLA)
Vanguard S&p MF Closed and MF Open (VOO)
Invesco S&p MF Closed and MF Open (XLG)
Vanguard High MF Closed and MF Open (VYM)
Visa Common Stock (V)
Nvidia Corp Common Stock (NVDA)
Broadcom Common Stock (AVGO)
State Street MF Closed and MF Open (SPY)
Alphabet Common Stock (GOOG)
Mastercard Common Stock (MA)

View all positions for Vision Retirement

Top funds holding iShares Lehman MBS Bond Fund

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

View all funds holding iShares Lehman MBS Bond Fund