Number of Shares
17,336.00
Current Holdings Value*
$1.63 Mil
% of Portfolio
0.03%
Total Estimate Gain
$-9.00 Mil
% of Total Estimate Gain
-9.53%

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

As of 2025-03-31, Capital Investment Advisors, LLC held 17,336.00 shares of iShares MBS ETF(MBB), totaling $1.63 Mil. This investment constitutes 0.03% of their stock portfolio, and Capital Investment Advisors, LLC now holds 0% of the outstanding iShares MBS ETF(MBB) stock.

The initial trade took place in 2014Q1. And since then Capital Investment Advisors, LLC has made 8 purchases of MBB, at an average price of $109.31, for a total of 864,113.00 shares. In addition, there have been 19 sales at an average price of $99.02 for 846,777.00 shares. Based on historical transaction data and MBB's current price of $92.86, Capital Investment Advisors, LLC's estimated gain on his MBB holdings is $-9.00 Mil, reflecting a -9.53% gain to date.

Capital Investment Advisors, LLC MBB ($92.86) Holding Chart

Capital Investment 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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