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iShares Lehman MBS Bond Fund shares owned by Symphony Financial

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

Historical chart of Symphony Financial 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 Symphony Financial 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 Symphony Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $467k 5.1k 91.92

More positions owned by Symphony Financial

Spdr Series Trust Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Portfolio Intrmd (SPIB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Broadcom (AVGO)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Symphony Financial

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