iShares Lehman MBS Bond Fund shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in iShares Lehman MBS Bond Fund
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Quarterly reported holdings in iShares Lehman MBS Bond Fund by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $6.4M | 68k | 93.89 |
| 2025-03-31 | $4.9M | 52k | 93.78 |
| 2024-12-31 | $51M | 559k | 91.68 |
| 2024-09-30 | $5.7M | 60k | 95.81 |
| 2024-03-31 | $5.4M | 58k | 92.42 |
| 2023-12-31 | $5.5M | 58k | 94.08 |
| 2023-09-30 | $5.2M | 59k | 88.80 |
| 2023-06-30 | $5.2M | 56k | 93.27 |
| 2023-03-31 | $5.5M | 58k | 94.73 |
| 2022-12-31 | $5.3M | 57k | 92.75 |
| 2022-09-30 | $4.9M | 53k | 91.60 |
| 2022-06-30 | $5.2M | 53k | 97.50 |
| 2022-03-31 | $5.1M | 50k | 101.84 |
| 2021-12-31 | $7.8M | 73k | 107.43 |
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