Number of Shares
29,140.00
Current Holdings Value*
$2.74 Mil
% of Portfolio
1.21%
Total Estimate Gain
$-65,883.46
% of Total Estimate Gain
-1.53%

Bigelow Investment Advisors, LLC's iShares MBS ETF Holding Summary

As of 2025-06-30, Bigelow Investment Advisors, LLC held 29,140.00 shares of iShares MBS ETF(MBB), totaling $2.74 Mil. This investment constitutes 1.21% of their stock portfolio, and Bigelow Investment Advisors, LLC now holds 0.01% of the outstanding iShares MBS ETF(MBB) stock.

The initial trade took place in 2020Q1. And since then Bigelow Investment Advisors, LLC has made 10 purchases of MBB, at an average price of $98.16, for a total of 43,934.00 shares. In addition, there have been 9 sales at an average price of $104.04 for 14,794.00 shares. Based on historical transaction data and MBB's current price of $92.92, Bigelow Investment Advisors, LLC's estimated gain on his MBB holdings is $-65,883.46, reflecting a -1.53% gain to date.

Bigelow Investment Advisors, LLC MBB ($92.92) Holding Chart

Bigelow Investment 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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