BerganKDV Wealth Management, LLC MBB Holdings History
BerganKDV Wealth Management, LLC's iShares MBS ETF Holding Summary
As of 2023-06-30, BerganKDV Wealth Management, LLC held 442,364.00 shares of iShares MBS ETF(MBB), totaling $41.26 Mil. This investment constitutes 4.13% of their stock portfolio, and BerganKDV Wealth Management, LLC now holds 0.16% of the outstanding iShares MBS ETF(MBB) stock.
The initial trade took place in 2018Q2. And since then BerganKDV Wealth Management, LLC has made 16 purchases of MBB, at an average price of $100.58, for a total of 589,052.00 shares. In addition, there have been 5 sales at an average price of $99.21 for 146,688.00 shares. Based on historical transaction data and MBB's current price of $93.32, BerganKDV Wealth Management, LLC's estimated gain on his MBB holdings is $-3.41 Mil, reflecting a -5.76% gain to date.
BerganKDV Wealth Management, LLC MBB ($93.32) Holding Chart
BerganKDV Wealth Management, LLC MBB ($93.32) 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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