Number of Shares
60,545.00
Current Holdings Value*
$5.68 Mil
% of Portfolio
3.16%
Total Estimate Gain
$-268,679.25
% of Total Estimate Gain
-4.43%

Lindenwold Advisors, INC's iShares MBS ETF Holding Summary

As of 2025-03-31, Lindenwold Advisors, INC held 60,545.00 shares of iShares MBS ETF(MBB), totaling $5.68 Mil. This investment constitutes 3.16% of their stock portfolio, and Lindenwold Advisors, INC now holds 0.01% of the outstanding iShares MBS ETF(MBB) stock.

The initial trade took place in 2021Q4. And since then Lindenwold Advisors, INC has made 12 purchases of MBB, at an average price of $97.19, for a total of 62,398.00 shares. In addition, there have been 1 sales at an average price of $94.52 for 1,853.00 shares. Based on historical transaction data and MBB's current price of $92.83, Lindenwold Advisors, INC's estimated gain on his MBB holdings is $-268,679.25, reflecting a -4.43% gain to date.

Lindenwold Advisors, INC MBB ($92.83) Holding Chart

Lindenwold Advisors, INC MBB ($92.83) 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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