iShares Lehman MBS Bond Fund shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in iShares Lehman MBS Bond Fund
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Quarterly reported holdings in iShares Lehman MBS Bond Fund by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 14k | 92.42 |
| 2023-12-31 | $1.3M | 14k | 94.08 |
| 2023-09-30 | $4.5M | 51k | 88.80 |
| 2023-06-30 | $5.1M | 54k | 93.26 |
| 2023-03-31 | $5.3M | 56k | 94.73 |
| 2022-12-31 | $4.7M | 51k | 92.75 |
| 2022-09-30 | $3.9M | 43k | 91.59 |
| 2022-06-30 | $4.2M | 43k | 97.48 |
| 2022-03-31 | $864k | 8.5k | 101.87 |
| 2021-12-31 | $2.1M | 19k | 107.41 |
| 2021-09-30 | $2.1M | 20k | 107.82 |
| 2021-06-30 | $2.2M | 20k | 108.01 |
| 2021-03-31 | $2.4M | 22k | 108.34 |
| 2020-12-31 | $2.9M | 27k | 110.14 |
| 2020-09-30 | $1.7M | 15k | 110.42 |
| 2020-03-31 | $752k | 6.8k | 110.43 |
| 2019-12-31 | $616k | 5.7k | 108.11 |
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