Spectrum Investment Advisors, Inc. MBB Holdings History
Number of Shares
133,998.00
Current Holdings Value*
$12.57 Mil
% of Portfolio
8.11%
Total Estimate Gain
$314,363.16
% of Total Estimate Gain
2.59%
Spectrum Investment Advisors, Inc.'s iShares MBS ETF Holding Summary
As of 2025-03-31, Spectrum Investment Advisors, Inc. held 133,998.00 shares of iShares MBS ETF(MBB), totaling $12.57 Mil. This investment constitutes 8.11% of their stock portfolio, and Spectrum Investment Advisors, Inc. now holds 0.03% of the outstanding iShares MBS ETF(MBB) stock.
The initial trade took place in 2023Q4. And since then Spectrum Investment Advisors, Inc. has made 5 purchases of MBB, at an average price of $90.45, for a total of 133,998.00 shares. Based on historical transaction data and MBB's current price of $92.80, Spectrum Investment Advisors, Inc.'s estimated gain on his MBB holdings is $314,363.16, reflecting a 2.59% gain to date.
Spectrum Investment Advisors, Inc. MBB ($92.80) Holding Chart
Spectrum Investment Advisors, Inc. 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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