iShares Lehman MBS Bond Fund shares owned by Synergy Investment Management
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Synergy Investment Management
from 13F filings
Historical chart of Synergy Investment Management investment in iShares Lehman MBS Bond Fund
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All positions including iShares Lehman MBS Bond Fund held by Synergy Investment Management 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 Synergy Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $412k | 4.3k | 95.15 |
| 2025-06-30 | $561k | 6.0k | 93.89 |
| 2025-03-31 | $1.7M | 18k | 93.78 |
| 2024-12-31 | $3.2M | 35k | 91.68 |
More positions owned by Synergy Investment Management
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