Number of Shares
179,099.00
Current Holdings Value*
$16.82 Mil
% of Portfolio
2.25%
Total Estimate Gain
$-254,889.38
% of Total Estimate Gain
-0.83%

Sharkey, Howes & Javer's iShares MBS ETF Holding Summary

As of 2025-06-30, Sharkey, Howes & Javer held 179,099.00 shares of iShares MBS ETF(MBB), totaling $16.82 Mil. This investment constitutes 2.25% of their stock portfolio, and Sharkey, Howes & Javer now holds 0.04% of the outstanding iShares MBS ETF(MBB) stock.

The initial trade took place in 2019Q3. And since then Sharkey, Howes & Javer has made 17 purchases of MBB, at an average price of $98.06, for a total of 315,004.00 shares. In addition, there have been 6 sales at an average price of $103.05 for 135,905.00 shares. Based on historical transaction data and MBB's current price of $92.86, Sharkey, Howes & Javer's estimated gain on his MBB holdings is $-254,889.38, reflecting a -0.83% gain to date.

Sharkey, Howes & Javer MBB ($92.86) Holding Chart

Sharkey, Howes & Javer MBB ($92.86) 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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