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iShares Lehman MBS Bond Fund shares owned by WealthTrak Capital Management

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

Historical chart of WealthTrak Capital Management 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 WealthTrak Capital Management 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 WealthTrak Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $931k 9.8k 94.95

More positions owned by WealthTrak Capital Management

Goldman Sachs Etf Tr Acces Treasury (GBIL)
Spdr Series Trust State Street Spd (SPYM)
Spdr Index Shs Fds State Street Spd (SPEM)
Spdr Index Shs Fds State Street Spd (SPDW)
Tidal Trust Ii Return Stckd Us (RSST)
Direxion Shares Etf Trust Direxion Hcm (HCMT)
Goldman Sachs Physical Gold Unit (AAAU)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust State Street Spd (SPAB)
Spdr Series Trust State Street Spd (SPYV)
Etf Opportunities Trust Idx Dynamic Fixe (DYFI)
Ishares Tr S&p 500 Val Etf (IVE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Series Trust State Street Spd (MDYV)
Ishares Tr Cre U S Reit Etf (USRT)

View all positions for WealthTrak Capital Management

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