Bestgate Wealth Advisors, LLC MBB Holdings History
Number of Shares
21,895.00
Current Holdings Value*
$2.05 Mil
% of Portfolio
4.26%
Total Estimate Gain
$5,254.51
% of Total Estimate Gain
0.26%
Bestgate Wealth Advisors, LLC's iShares MBS ETF Holding Summary
As of 2025-06-30, Bestgate Wealth Advisors, LLC held 21,895.00 shares of iShares MBS ETF(MBB), totaling $2.05 Mil. This investment constitutes 4.26% of their stock portfolio, and Bestgate Wealth Advisors, LLC now holds 0.01% of the outstanding iShares MBS ETF(MBB) stock.
The initial trade took place in 2024Q4. And since then Bestgate Wealth Advisors, LLC has made 1 purchases of MBB, at an average price of $92.82, for a total of 21,895.00 shares. Based on historical transaction data and MBB's current price of $93.06, Bestgate Wealth Advisors, LLC's estimated gain on his MBB holdings is $5,254.51, reflecting a 0.26% gain to date.
Bestgate Wealth Advisors, LLC MBB ($93.06) Holding Chart
Bestgate Wealth Advisors, LLC MBB ($93.06) 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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