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iShares Lehman MBS Bond Fund shares owned by W Advisors

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

Historical chart of W 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 W 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 W Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $543k 5.7k 95.15
2025-06-30 $523k 5.6k 93.89
2025-03-31 $523k 5.6k 93.78
2024-12-31 $517k 5.6k 91.68
2024-09-30 $486k 5.1k 95.81
2024-06-30 $378k 4.1k 91.81
2024-03-31 $400k 4.3k 92.42
2023-12-31 $396k 4.2k 94.08
2023-09-30 $309k 3.5k 88.80
2023-06-30 $549k 5.9k 93.27
2023-03-31 $677k 7.1k 94.73
2022-12-31 $497k 5.4k 92.75