iShares Lehman MBS Bond Fund shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in iShares Lehman MBS Bond Fund
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Quarterly reported holdings in iShares Lehman MBS Bond Fund by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 46k | 95.15 |
| 2025-06-30 | $4.1M | 44k | 93.89 |
| 2025-03-31 | $3.9M | 42k | 93.78 |
| 2022-09-30 | $225k | 2.5k | 91.58 |
| 2022-06-30 | $250k | 2.6k | 97.62 |
| 2022-03-31 | $380k | 3.7k | 102.12 |
| 2021-12-31 | $477k | 4.4k | 107.70 |
| 2021-09-30 | $450k | 4.2k | 108.30 |
| 2021-06-30 | $412k | 3.8k | 108.11 |
| 2021-03-31 | $793k | 7.3k | 108.42 |
| 2020-12-31 | $954k | 8.7k | 109.95 |
| 2020-09-30 | $1.6M | 15k | 110.70 |
| 2020-06-30 | $1.6M | 15k | 110.70 |
| 2020-03-31 | $7.9M | 71k | 110.42 |
| 2019-12-31 | $11M | 103k | 108.08 |
| 2019-09-30 | $354k | 3.3k | 108.52 |
| 2019-06-30 | $354k | 3.3k | 107.57 |
| 2019-03-31 | $344k | 3.2k | 106.34 |
| 2018-12-31 | $304k | 2.9k | 104.76 |
| 2018-09-30 | $338k | 3.3k | 103.65 |
| 2018-06-30 | $337k | 3.3k | 103.34 |
| 2018-03-31 | $495k | 4.7k | 104.78 |
| 2017-12-31 | $491k | 4.6k | 106.72 |
| 2017-09-30 | $854k | 8.0k | 107.03 |
| 2017-06-30 | $578k | 5.4k | 106.66 |
| 2017-03-31 | $435k | 4.1k | 106.57 |
| 2016-12-31 | $391k | 3.7k | 106.39 |
More positions owned by Shepherd Financial Partners
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