Number of Shares
21,895.00
Current Holdings Value*
$2.05 Mil
% of Portfolio
4.26%
Total Estimate Gain
$2,189.21
% of Total Estimate Gain
0.11%

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 $92.92, Bestgate Wealth Advisors, LLC's estimated gain on his MBB holdings is $2,189.21, reflecting a 0.11% gain to date.

Bestgate Wealth Advisors, LLC MBB ($92.92) Holding Chart

Bestgate Wealth Advisors, LLC MBB ($92.92) 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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