CLIFTONLARSONALLEN WEALTH ADVISORS, LLC MBB Holdings History
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's iShares MBS ETF Holding Summary
As of 2025-03-31, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 941,711.00 shares of iShares MBS ETF(MBB), totaling $88.31 Mil. This investment constitutes 1.65% of their stock portfolio, and CLIFTONLARSONALLEN WEALTH ADVISORS, LLC now holds 0.24% of the outstanding iShares MBS ETF(MBB) stock.
The initial trade took place in 2015Q2. And since then CLIFTONLARSONALLEN WEALTH ADVISORS, LLC has made 13 purchases of MBB, at an average price of $94.32, for a total of 1.09 Mil shares. In addition, there have been 18 sales at an average price of $99.44 for 150,015.00 shares. Based on historical transaction data and MBB's current price of $92.86, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's estimated gain on his MBB holdings is $-605,662.69, reflecting a -0.59% gain to date.
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC MBB ($92.86) Holding Chart
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC MBB ($92.86) 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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