Number of Shares
2,155.00
Current Holdings Value*
$225,150.00
% of Portfolio
0.1%
Total Estimate Gain
$1,043.28
% of Total Estimate Gain
0.11%

ACT WEALTH MANAGEMENT, LLC's iShares National Muni Bond ETF Holding Summary

As of 2025-06-30, ACT WEALTH MANAGEMENT, LLC held 2,155.00 shares of iShares National Muni Bond ETF(MUB), totaling $225,150.00. This investment constitutes 0.1% of their stock portfolio, and ACT WEALTH MANAGEMENT, LLC now holds 0% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2022Q3. And since then ACT WEALTH MANAGEMENT, LLC has made 8 purchases of MUB, at an average price of $105.09, for a total of 9,080.00 shares. In addition, there have been 4 sales at an average price of $105.60 for 6,925.00 shares. Based on historical transaction data and MUB's current price of $103.95, ACT WEALTH MANAGEMENT, LLC's estimated gain on his MUB holdings is $1,043.28, reflecting a 0.11% gain to date.

ACT WEALTH MANAGEMENT, LLC MUB ($103.95) Holding Chart

ACT WEALTH MANAGEMENT, LLC MUB ($103.95) 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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