Smith Salley Wealth Management MBB Holdings History
Smith Salley Wealth Management's iShares MBS ETF Holding Summary
As of 2025-06-30, Smith Salley Wealth Management held 142,575.00 shares of iShares MBS ETF(MBB), totaling $13.39 Mil. This investment constitutes 0.77% of their stock portfolio, and Smith Salley Wealth Management now holds 0.03% of the outstanding iShares MBS ETF(MBB) stock.
The initial trade took place in 2021Q1. And since then Smith Salley Wealth Management has made 11 purchases of MBB, at an average price of $96.34, for a total of 188,891.00 shares. In addition, there have been 2 sales at an average price of $97.77 for 46,316.00 shares. Based on historical transaction data and MBB's current price of $92.80, Smith Salley Wealth Management's estimated gain on his MBB holdings is $-438,101.16, reflecting a -2.41% gain to date.
Smith Salley Wealth Management MBB ($92.80) Holding Chart
Smith Salley Wealth Management MBB ($92.80) 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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