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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