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iShares Lehman MBS Bond Fund shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors 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 SRS Capital Advisors 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 12k 94.08
2023-09-30 $1.1M 12k 88.80
2023-06-30 $1.4M 15k 93.27
2023-03-31 $1.4M 15k 94.73
2022-12-31 $1.5M 16k 92.75
2022-09-30 $1.4M 15k 91.58
2022-06-30 $22M 226k 97.49
2022-03-31 $21M 204k 101.87
2021-12-31 $546k 5.1k 107.46
2021-09-30 $25M 233k 108.14
2021-06-30 $24M 226k 108.23
2020-12-31 $18M 164k 110.13
2020-09-30 $18M 162k 110.40
2020-06-30 $17M 152k 110.70
2020-03-31 $1.7M 16k 110.45
2019-12-31 $17M 160k 108.06
2019-09-30 $17M 156k 108.30
2019-06-30 $16M 147k 107.60
2018-12-31 $13M 128k 104.65