Spectrum Planning & Advisory Services Inc. MBB Holdings History
Spectrum Planning & Advisory Services Inc.'s iShares MBS ETF Holding Summary
As of 2025-03-31, Spectrum Planning & Advisory Services Inc. held 11,153.00 shares of iShares MBS ETF(MBB), totaling $1.05 Mil. This investment constitutes 0.87% of their stock portfolio, and Spectrum Planning & Advisory Services Inc. now holds 0% of the outstanding iShares MBS ETF(MBB) stock.
The initial trade took place in 2020Q4. And since then Spectrum Planning & Advisory Services Inc. has made 6 purchases of MBB, at an average price of $98.80, for a total of 97,848.00 shares. In addition, there have been 10 sales at an average price of $97.88 for 86,695.00 shares. Based on historical transaction data and MBB's current price of $93.11, Spectrum Planning & Advisory Services Inc.'s estimated gain on his MBB holdings is $-142,769.08, reflecting a -1.48% gain to date.
Spectrum Planning & Advisory Services Inc. MBB ($93.11) Holding Chart
Spectrum Planning & Advisory Services Inc. 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 % | |||
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