RWA WEALTH PARTNERS, LLC MBB Holdings History
RWA WEALTH PARTNERS, LLC's iShares MBS ETF Holding Summary
As of 2025-03-31, RWA WEALTH PARTNERS, LLC held 1.42 Mil shares of iShares MBS ETF(MBB), totaling $132.76 Mil. This investment constitutes 1.67% of their stock portfolio, and RWA WEALTH PARTNERS, LLC now holds 0.35% of the outstanding iShares MBS ETF(MBB) stock.
The initial trade took place in 2022Q3. And since then RWA WEALTH PARTNERS, LLC has made 7 purchases of MBB, at an average price of $91.19, for a total of 2.52 Mil shares. In addition, there have been 3 sales at an average price of $92.65 for 1.11 Mil shares. Based on historical transaction data and MBB's current price of $93.11, RWA WEALTH PARTNERS, LLC's estimated gain on his MBB holdings is $4.34 Mil, reflecting a 1.88% gain to date.
RWA WEALTH PARTNERS, LLC MBB ($93.11) Holding Chart
RWA WEALTH PARTNERS, LLC MBB ($93.11) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
