Genesis Wealth Advisors, LLC MBB Holdings History
Genesis Wealth Advisors, LLC's iShares MBS ETF Holding Summary
As of 2025-03-31, Genesis Wealth Advisors, LLC held 49,341.00 shares of iShares MBS ETF(MBB), totaling $4.63 Mil. This investment constitutes 3.75% of their stock portfolio, and Genesis Wealth Advisors, LLC now holds 0.01% of the outstanding iShares MBS ETF(MBB) stock.
The initial trade took place in 2025Q1. And since then Genesis Wealth Advisors, LLC has made 1 purchases of MBB, at an average price of $92.49, for a total of 49,341.00 shares. Based on historical transaction data and MBB's current price of $93.82, Genesis Wealth Advisors, LLC's estimated gain on his MBB holdings is $65,613.66, reflecting a 1.44% gain to date.
Genesis Wealth Advisors, LLC MBB ($93.82) Holding Chart
Genesis Wealth Advisors, LLC MBB ($93.82) 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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