Number of Shares
219,912.00
Current Holdings Value*
$20.62 Mil
% of Portfolio
3.7%
Total Estimate Gain
$-1.27 Mil
% of Total Estimate Gain
-3.83%

Horst & Graben Wealth Management LLC's iShares MBS ETF Holding Summary

As of 2025-03-31, Horst & Graben Wealth Management LLC held 219,912.00 shares of iShares MBS ETF(MBB), totaling $20.62 Mil. This investment constitutes 3.7% of their stock portfolio, and Horst & Graben Wealth Management LLC now holds 0.05% of the outstanding iShares MBS ETF(MBB) stock.

The initial trade took place in 2020Q4. And since then Horst & Graben Wealth Management LLC has made 11 purchases of MBB, at an average price of $98.77, for a total of 334,816.00 shares. In addition, there have been 7 sales at an average price of $99.19 for 114,904.00 shares. Based on historical transaction data and MBB's current price of $92.80, Horst & Graben Wealth Management LLC's estimated gain on his MBB holdings is $-1.27 Mil, reflecting a -3.83% gain to date.

Horst & Graben Wealth Management LLC MBB ($92.80) Holding Chart

Horst & Graben Wealth Management 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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