Sunesis Advisors, LLC MBB Holdings History
Number of Shares
42,508.00
Current Holdings Value*
$3.99 Mil
% of Portfolio
2.16%
Total Estimate Gain
$106,581.92
% of Total Estimate Gain
2.76%
Sunesis Advisors, LLC's iShares MBS ETF Holding Summary
As of 2025-03-31, Sunesis Advisors, LLC held 42,508.00 shares of iShares MBS ETF(MBB), totaling $3.99 Mil. This investment constitutes 2.16% of their stock portfolio, and Sunesis Advisors, LLC now holds 0.01% of the outstanding iShares MBS ETF(MBB) stock.
The initial trade took place in 2023Q4. And since then Sunesis Advisors, LLC has made 6 purchases of MBB, at an average price of $90.81, for a total of 42,508.00 shares. Based on historical transaction data and MBB's current price of $93.32, Sunesis Advisors, LLC's estimated gain on his MBB holdings is $106,581.92, reflecting a 2.76% gain to date.
Sunesis Advisors, LLC MBB ($93.32) Holding Chart
Sunesis Advisors, LLC MBB ($93.32) 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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