Quotient Wealth Partners, LLC MBB Holdings History
Quotient Wealth Partners, LLC's iShares MBS ETF Holding Summary
As of 2025-03-31, Quotient Wealth Partners, LLC held 1.46 Mil shares of iShares MBS ETF(MBB), totaling $136.76 Mil. This investment constitutes 4.37% of their stock portfolio, and Quotient Wealth Partners, LLC now holds 0.36% of the outstanding iShares MBS ETF(MBB) stock.
The initial trade took place in 2023Q4. And since then Quotient Wealth Partners, LLC has made 4 purchases of MBB, at an average price of $90.28, for a total of 1.92 Mil shares. In addition, there have been 1 sales at an average price of $92.49 for 464,792.00 shares. Based on historical transaction data and MBB's current price of $92.67, Quotient Wealth Partners, LLC's estimated gain on his MBB holdings is $4.51 Mil, reflecting a 2.60% gain to date.
Quotient Wealth Partners, LLC MBB ($92.67) Holding Chart
Quotient Wealth Partners, LLC MBB ($92.67) 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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