Number of Shares
24,954.00
Current Holdings Value*
$2.31 Mil
% of Portfolio
0.42%
Total Estimate Gain
$-161,730.84
% of Total Estimate Gain
-0.94%

Financial Advisory Group's iShares MBS ETF Holding Summary

As of 2024-03-31, Financial Advisory Group held 24,954.00 shares of iShares MBS ETF(MBB), totaling $2.31 Mil. This investment constitutes 0.42% of their stock portfolio, and Financial Advisory Group now holds -% of the outstanding iShares MBS ETF(MBB) stock.

The initial trade took place in 2018Q4. And since then Financial Advisory Group has made 8 purchases of MBB, at an average price of $97.31, for a total of 177,220.00 shares. In addition, there have been 10 sales at an average price of $96.95 for 152,266.00 shares. Based on historical transaction data and MBB's current price of $93.04, Financial Advisory Group's estimated gain on his MBB holdings is $-161,730.84, reflecting a -0.94% gain to date.

Financial Advisory Group MBB ($93.04) Holding Chart

Financial Advisory Group MBB ($93.04) 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 %

Top Ranked Articles

  • 1