Aaron Wealth Advisors LLC SUB Holdings History
Aaron Wealth Advisors LLC's iShares Short-Term National Muni Bond ETF Holding Summary
As of 2025-06-30, Aaron Wealth Advisors LLC held 88,566.00 shares of iShares Short-Term National Muni Bond ETF(SUB), totaling $9.42 Mil. This investment constitutes 0.96% of their stock portfolio, and Aaron Wealth Advisors LLC now holds 0.09% of the outstanding iShares Short-Term National Muni Bond ETF(SUB) stock.
The initial trade took place in 2020Q4. And since then Aaron Wealth Advisors LLC has made 2 purchases of SUB, at an average price of $105.91, for a total of 135,061.00 shares. In addition, there have been 3 sales at an average price of $106.70 for 46,495.00 shares. Based on historical transaction data and SUB's current price of $106.46, Aaron Wealth Advisors LLC's estimated gain on his SUB holdings is $84,646.44, reflecting a 0.59% gain to date.
Aaron Wealth Advisors LLC SUB ($106.46) Holding Chart
Aaron Wealth Advisors LLC SUB ($106.46) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
