Number of Shares
17,969.00
Current Holdings Value*
$2.08 Mil
% of Portfolio
1.07%
Total Estimate Gain
$82,182.30
% of Total Estimate Gain
0.56%

3D ASSET MANAGEMENT, INC's iShares National Muni Bond ETF Holding Summary

As of 2020-09-30, 3D ASSET MANAGEMENT, INC held 17,969.00 shares of iShares National Muni Bond ETF(MUB), totaling $2.08 Mil. This investment constitutes 1.07% of their stock portfolio, and 3D ASSET MANAGEMENT, INC now holds 0.01% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2013Q2. And since then 3D ASSET MANAGEMENT, INC has made 6 purchases of MUB, at an average price of $109.38, for a total of 134,264.00 shares. In addition, there have been 10 sales at an average price of $110.94 for 116,295.00 shares. Based on historical transaction data and MUB's current price of $103.83, 3D ASSET MANAGEMENT, INC's estimated gain on his MUB holdings is $82,182.30, reflecting a 0.56% gain to date.

3D ASSET MANAGEMENT, INC MUB ($103.83) Holding Chart

3D ASSET MANAGEMENT, INC MUB ($103.83) 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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