Number of Shares
78,161.00
Current Holdings Value*
$7.33 Mil
% of Portfolio
0.76%
Total Estimate Gain
$-2.08 Mil
% of Total Estimate Gain
-3.53%

Tortoise Investment Management, LLC's iShares MBS ETF Holding Summary

As of 2025-03-31, Tortoise Investment Management, LLC held 78,161.00 shares of iShares MBS ETF(MBB), totaling $7.33 Mil. This investment constitutes 0.76% of their stock portfolio, and Tortoise Investment Management, LLC now holds 0.02% of the outstanding iShares MBS ETF(MBB) stock.

The initial trade took place in 2012Q4. And since then Tortoise Investment Management, LLC has made 12 purchases of MBB, at an average price of $102.82, for a total of 572,671.00 shares. In addition, there have been 13 sales at an average price of $100.19 for 494,510.00 shares. Based on historical transaction data and MBB's current price of $92.80, Tortoise Investment Management, LLC's estimated gain on his MBB holdings is $-2.08 Mil, reflecting a -3.53% gain to date.

Tortoise Investment Management, LLC MBB ($92.80) Holding Chart

Tortoise Investment Management, LLC 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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