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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All positions including iShares Lehman MBS Bond Fund held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Lehman MBS Bond Fund by Congress Wealth Management LLC / DE /
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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