CW Advisors, LLC MBB Holdings History
CW Advisors, LLC's iShares MBS ETF Holding Summary
As of 2025-03-31, CW Advisors, LLC held 52,443.00 shares of iShares MBS ETF(MBB), totaling $4.92 Mil. This investment constitutes 0.06% of their stock portfolio, and CW Advisors, LLC now holds 0.01% of the outstanding iShares MBS ETF(MBB) stock.
The initial trade took place in 2021Q4. And since then CW Advisors, LLC has made 8 purchases of MBB, at an average price of $94.89, for a total of 583,829.00 shares. In addition, there have been 5 sales at an average price of $92.98 for 531,386.00 shares. Based on historical transaction data and MBB's current price of $92.80, CW Advisors, LLC's estimated gain on his MBB holdings is $-1.13 Mil, reflecting a -2.03% gain to date.
CW Advisors, LLC MBB ($92.80) Holding Chart
CW Advisors, LLC MBB ($92.80) 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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