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iShares Lehman MBS Bond Fund shares owned by Park Square Financial Group

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

Historical chart of Park Square 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 Park Square 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 Park Square Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.9k 94 95.15
2025-06-30 $12k 124 93.88
2025-03-31 $11k 121 93.75
2024-12-31 $20k 223 91.67

More positions owned by Park Square Financial Group

Ishs Ibox $ H/y Corp Etf Etf - Fixed Income (HYG)
Invesco S&p 500 Equal Weight Etf - Equity (RSP)
Ft Enh Short Mty Etf Etf - Fixed Income (FTSM)
Spdr S&p 500 Etf Etf - Equity (SPY)
First Trust Morningstar Div Ldrs Etf Etf - Equity (FDL)
Ft Rising Div Achiev Etf Etf - Equity (RDVY)
First Trust Smith Uncon Bond Etf Etf - Fixed Income (UCON)
Ft Low Dur Opptys Etf Etf - Fixed Income (LMBS)
First Trust Lmt Dr Inv Grd Cr Etf Etf - Fixed Income (FSIG)
Inv Qqq Etf Etf - Equity
Spdr Blm Barclays High Yld Bond Etf - Fixed Income (JNK)
First Trust Long Dur Oppo Etf Etf - Fixed Income (LGOV)
Frkln Intl Lw Vlty Hg Div Indx Etf Etf - Equity (LVHI)
Spdr Gold Trust Gold Etf Etf - Equity (GLD)
Ft Glb Tactcl Cmdty Etf Etf - Equity (FTGC)

View all positions for Park Square Financial Group

Top funds holding iShares Lehman MBS Bond Fund

Jpmorgan Chase & Co
Envestnet Asset Management
LPL Financial
Tiaa Trust, National Association
Fisher Investments
Ameriprise Financial
Morgan Stanley
Barclays
Renaissancere Holdings
Branch Banking & Trust Company
Stifel Financial
Hanson McClain Advisors
Pnc Financial Services
Midland Wealth Advisors
Wells Fargo & Company

View all funds holding iShares Lehman MBS Bond Fund