Shared Vision Wealth Group LLC MBB Holdings History
Shared Vision Wealth Group LLC's iShares MBS ETF Holding Summary
As of 2025-03-31, Shared Vision Wealth Group LLC held 62,641.00 shares of iShares MBS ETF(MBB), totaling $5.87 Mil. This investment constitutes 3.21% of their stock portfolio, and Shared Vision Wealth Group LLC now holds 0.02% of the outstanding iShares MBS ETF(MBB) stock.
The initial trade took place in 2023Q4. And since then Shared Vision Wealth Group LLC has made 3 purchases of MBB, at an average price of $90.30, for a total of 72,348.00 shares. In addition, there have been 2 sales at an average price of $91.85 for 9,707.00 shares. Based on historical transaction data and MBB's current price of $92.67, Shared Vision Wealth Group LLC's estimated gain on his MBB holdings is $163,441.56, reflecting a 2.50% gain to date.
Shared Vision Wealth Group LLC MBB ($92.67) Holding Chart
Shared Vision Wealth Group 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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