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iShares Lehman MBS Bond Fund shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners 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 Kovitz Investment Group Partners 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 Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $415k 4.5k 92.42
2023-12-31 $342k 3.6k 94.08
2023-09-30 $422k 4.8k 88.80
2023-06-30 $452k 4.8k 93.27
2023-03-31 $477k 5.0k 94.77
2022-12-31 $323k 3.5k 92.82
2022-09-30 $317k 3.5k 91.62
2022-06-30 $360k 3.7k 97.53
2022-03-31 $454k 4.5k 101.77
2021-12-31 $3.6M 33k 110.14
2021-09-30 $1.2M 12k 108.14
2021-06-30 $1.3M 12k 108.25
2021-03-31 $3.1M 29k 108.43
2020-12-31 $3.6M 32k 110.12
2020-09-30 $3.7M 34k 110.40
2020-06-30 $3.6M 33k 110.69
2020-03-31 $675k 6.1k 110.47