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iShares Lehman MBS Bond Fund shares owned by Grubman Wealth Management

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

Historical chart of Grubman Wealth 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 Grubman Wealth 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 Grubman Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.8M 72k 94.08
2023-09-30 $747k 8.4k 88.80
2023-06-30 $238k 2.5k 93.27
2023-03-31 $242k 2.5k 94.81
2022-12-31 $2.6M 28k 92.75
2022-09-30 $1.2M 13k 91.56
2022-06-30 $1.7M 18k 97.50
2022-03-31 $4.4M 44k 101.87
2021-12-31 $5.7M 53k 107.43
2021-09-30 $6.9M 64k 108.14
2021-06-30 $7.2M 67k 108.23
2021-03-31 $7.5M 69k 108.42
2020-12-31 $8.1M 74k 110.13
2020-09-30 $8.5M 77k 110.40
2020-06-30 $9.5M 86k 110.70
2020-03-31 $9.5M 86k 110.43
2019-12-31 $9.8M 91k 108.06
2019-09-30 $10M 93k 108.30
2019-06-30 $9.2M 85k 107.60
2019-03-31 $8.9M 84k 106.36
2018-12-31 $8.6M 83k 104.65
2018-09-30 $8.6M 83k 103.33
2018-06-30 $8.4M 80k 104.18
2018-03-31 $8.1M 78k 104.64
2017-12-31 $7.7M 72k 106.58
2017-09-30 $7.1M 66k 107.10
2017-06-30 $6.9M 65k 106.77
2017-03-31 $6.4M 60k 106.55
2016-12-31 $5.7M 54k 106.33
2016-09-30 $5.5M 50k 110.09
2016-06-30 $5.4M 49k 109.96
2016-03-31 $5.3M 49k 109.48
2015-12-31 $5.0M 46k 109.63
2015-09-30 $5.0M 46k 109.62
2015-06-30 $5.1M 47k 108.61
2015-03-31 $5.1M 46k 110.34
2014-12-31 $4.9M 45k 109.33
2014-09-30 $4.7M 44k 108.12
2014-06-30 $4.7M 43k 108.22
2014-03-31 $4.2M 39k 106.13
2013-12-31 $3.5M 33k 104.56