McNaughton Wealth Management, LLC MBB Holdings History
McNaughton Wealth Management, LLC's iShares MBS ETF Holding Summary
As of 2025-03-31, McNaughton Wealth Management, LLC held 58,627.00 shares of iShares MBS ETF(MBB), totaling $5.50 Mil. This investment constitutes 2.67% of their stock portfolio, and McNaughton Wealth Management, LLC now holds 0.01% of the outstanding iShares MBS ETF(MBB) stock.
The initial trade took place in 2019Q4. And since then McNaughton Wealth Management, LLC has made 1 purchases of MBB, at an average price of $93.20, for a total of 61,436.00 shares. In addition, there have been 4 sales at an average price of $109.37 for 2,809.00 shares. Based on historical transaction data and MBB's current price of $93.18, McNaughton Wealth Management, LLC's estimated gain on his MBB holdings is $43,924.33, reflecting a 0.77% gain to date.
McNaughton Wealth Management, LLC MBB ($93.18) Holding Chart
McNaughton Wealth Management, LLC MBB ($93.18) 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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