iShares Lehman MBS Bond Fund shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in iShares Lehman MBS Bond Fund
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All positions including iShares Lehman MBS Bond Fund held by WCG Wealth 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 WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.0M | 63k | 95.81 |
| 2024-06-30 | $4.7M | 51k | 91.82 |
| 2024-03-31 | $4.7M | 51k | 92.42 |
| 2023-12-31 | $2.7M | 28k | 94.07 |
| 2023-09-30 | $4.4M | 49k | 88.80 |
| 2023-06-30 | $4.2M | 45k | 93.26 |