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iShares Lehman MBS Bond Fund shares owned by Legacy Financial Group

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

Historical chart of Legacy Financial Group 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 Legacy Financial Group 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 Legacy Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.2M 57k 92.42
2023-12-31 $255k 2.7k 94.20
2023-09-30 $4.7B 53k 88800.27
2023-06-30 $5.8M 62k 93.27
2023-03-31 $3.3M 35k 94.73

More positions owned by Legacy Financial Group

Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Total Usd (IUSB)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Ishares Tr Cre U S Reit Etf (USRT)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)

View all positions for Legacy Financial Group

Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation
Jpmorgan Chase & Co
Envestnet Asset Management
LPL Financial
Ameriprise Financial
Jane Street
Morgan Stanley
Charles Schwab Investment Advisory
Tiaa Trust, National Association
Stifel Financial
Branch Banking & Trust Company
Bank of New York Mellon
Wells Fargo & Company
State of Tennessee, Treasury Department
Envestnet Portfolio Solutions

View all funds holding iShares Lehman MBS Bond Fund