CABOT WEALTH MANAGEMENT INC MBB Holdings History
CABOT WEALTH MANAGEMENT INC's iShares MBS ETF Holding Summary
As of 2025-03-31, CABOT WEALTH MANAGEMENT INC held 311,328.00 shares of iShares MBS ETF(MBB), totaling $29.20 Mil. This investment constitutes 3.72% of their stock portfolio, and CABOT WEALTH MANAGEMENT INC now holds 0.08% of the outstanding iShares MBS ETF(MBB) stock.
The initial trade took place in 2019Q3. And since then CABOT WEALTH MANAGEMENT INC has made 14 purchases of MBB, at an average price of $99.46, for a total of 515,283.00 shares. In addition, there have been 8 sales at an average price of $104.71 for 203,955.00 shares. Based on historical transaction data and MBB's current price of $92.92, CABOT WEALTH MANAGEMENT INC's estimated gain on his MBB holdings is $-963,887.05, reflecting a -1.88% gain to date.
CABOT WEALTH MANAGEMENT INC MBB ($92.92) Holding Chart
CABOT WEALTH MANAGEMENT INC 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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