iShares Lehman MBS Bond Fund shares owned by Wealthsource Partners
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in iShares Lehman MBS Bond Fund
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Quarterly reported holdings in iShares Lehman MBS Bond Fund by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $29M | 310k | 94.08 |
| 2023-09-30 | $29M | 325k | 88.80 |
| 2023-06-30 | $44M | 475k | 93.27 |
| 2023-03-31 | $46M | 484k | 94.73 |
| 2022-12-31 | $37M | 395k | 92.75 |
| 2022-09-30 | $7.1M | 78k | 91.58 |
| 2022-06-30 | $7.9M | 81k | 97.50 |
| 2022-03-31 | $9.3M | 92k | 101.87 |
| 2021-12-31 | $9.7M | 90k | 107.42 |
| 2021-09-30 | $9.4M | 87k | 108.15 |
| 2021-06-30 | $9.3M | 86k | 108.22 |
| 2021-03-31 | $8.8M | 81k | 108.42 |
| 2020-12-31 | $17M | 155k | 110.13 |
| 2020-09-30 | $497k | 4.5k | 110.44 |
| 2020-06-30 | $536k | 4.8k | 110.63 |
| 2020-03-31 | $16M | 142k | 110.44 |
| 2019-12-31 | $20M | 184k | 108.06 |
| 2019-09-30 | $5.7M | 52k | 108.30 |
| 2019-06-30 | $1.2M | 12k | 107.59 |
| 2019-03-31 | $353k | 3.3k | 106.42 |
| 2016-09-30 | $201k | 1.8k | 110.14 |
| 2016-06-30 | $278k | 2.5k | 109.88 |
| 2016-03-31 | $339k | 3.1k | 109.60 |