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iShares Lehman MBS Bond Fund shares owned by Provenance Wealth Advisors

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

Historical chart of Provenance Wealth 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 Provenance Wealth 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 Provenance Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $952 10 95.20
2025-09-30 $952 10 95.20
2024-03-31 $85k 920 92.42

More positions owned by Provenance Wealth Advisors

Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT)
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)
Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS)
J P Morgan Flexible Debt Etf Flexible Debt Et (JFLX)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Jp Morgan Etf Active Growth Etf Active Growth (JGRO)
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG)
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM)
Ishares Tr Russell 3000 Etf Russell 3000 Etf (IWV)
Spdr S&p 500 Etf Tr Unit (SPY)
State Street Spdr Portfolio S&p 500 Value Etf State Street Spd (SPYV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)

View all positions for Provenance Wealth Advisors

Top funds holding iShares Lehman MBS Bond Fund

Jpmorgan Chase & Co
LPL Financial
Envestnet Asset Management
Tiaa Trust, National Association
Ameriprise Financial
Barclays
Branch Banking & Trust Company
Renaissancere Holdings
Stifel Financial
Hanson McClain Advisors
Pnc Financial Services
Midland Wealth Advisors
Wells Fargo & Company
State of Tennessee, Treasury Department
BlackRock

View all funds holding iShares Lehman MBS Bond Fund