Number of Shares
73,337.00
Current Holdings Value*
$6.88 Mil
% of Portfolio
3.12%
Total Estimate Gain
$202,551.95
% of Total Estimate Gain
3.06%

AAFMAA Wealth Management & Trust LLC's iShares MBS ETF Holding Summary

As of 2025-03-31, AAFMAA Wealth Management & Trust LLC held 73,337.00 shares of iShares MBS ETF(MBB), totaling $6.88 Mil. This investment constitutes 3.12% of their stock portfolio, and AAFMAA Wealth Management & Trust LLC now holds 0.02% of the outstanding iShares MBS ETF(MBB) stock.

The initial trade took place in 2023Q4. And since then AAFMAA Wealth Management & Trust LLC has made 6 purchases of MBB, at an average price of $90.33, for a total of 73,337.00 shares. Based on historical transaction data and MBB's current price of $93.09, AAFMAA Wealth Management & Trust LLC's estimated gain on his MBB holdings is $202,551.95, reflecting a 3.06% gain to date.

AAFMAA Wealth Management & Trust LLC MBB ($93.09) Holding Chart

AAFMAA Wealth Management & Trust LLC MBB ($93.09) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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