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iShares Lehman MBS Bond Fund shares owned by Procyon Private Wealth Partners

Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Procyon Private Wealth Partners from 13F filings

Historical chart of Procyon Private Wealth Partners 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 Procyon Private Wealth Partners 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 Procyon Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.7M 92k 95.15
2024-12-31 $1.8M 20k 91.68
2019-12-31 $18k 167 107.78

More positions owned by Procyon Private Wealth Partners

Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Spdr Series Trust Portfolio Crport (SPBO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Quality Grow (QGRO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for Procyon Private Wealth Partners

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