AAFMAA Wealth Management & Trust LLC MBB Holdings History
Number of Shares
73,337.00
Current Holdings Value*
$6.88 Mil
% of Portfolio
3.12%
Total Estimate Gain
$217,718.04
% of Total Estimate Gain
3.29%
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 $93.30, AAFMAA Wealth Management & Trust LLC's estimated gain on his MBB holdings is $217,718.04, reflecting a 3.29% gain to date.
AAFMAA Wealth Management & Trust LLC MBB ($93.30) Holding Chart
AAFMAA Wealth Management & Trust LLC MBB ($93.30) 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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