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iShares Lehman MBS Bond Fund shares owned by VisionPoint Advisory Group

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

Historical chart of VisionPoint Advisory Group 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 VisionPoint Advisory Group 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 VisionPoint Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $324k 3.4k 94.95
2025-06-30 $1.6M 17k 93.89
2024-06-30 $0 0 0.00
2024-03-31 $1.4k 15 93.80
2023-12-31 $21 1 21.00
2023-09-30 $20k 221 88.80

More positions owned by VisionPoint Advisory Group

NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SDY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr Series Trust State Street Spd (SPYM)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Deere & Company (DE)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for VisionPoint Advisory Group

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