Tandem Wealth Advisors LLC MBB Holdings History
Tandem Wealth Advisors LLC's iShares MBS ETF Holding Summary
As of 2025-03-31, Tandem Wealth Advisors LLC held 154,087.00 shares of iShares MBS ETF(MBB), totaling $14.45 Mil. This investment constitutes 7.56% of their stock portfolio, and Tandem Wealth Advisors LLC now holds 0.04% of the outstanding iShares MBS ETF(MBB) stock.
The initial trade took place in 2022Q4. And since then Tandem Wealth Advisors LLC has made 7 purchases of MBB, at an average price of $91.81, for a total of 157,536.00 shares. In addition, there have been 2 sales at an average price of $90.28 for 3,449.00 shares. Based on historical transaction data and MBB's current price of $93.90, Tandem Wealth Advisors LLC's estimated gain on his MBB holdings is $316,936.61, reflecting a 2.19% gain to date.
Tandem Wealth Advisors LLC MBB ($93.90) Holding Chart
Tandem Wealth Advisors LLC MBB ($93.90) 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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