Number of Shares
25,810.00
Current Holdings Value*
$2.70 Mil
% of Portfolio
0.76%
Total Estimate Gain
$-158,949.74
% of Total Estimate Gain
-3.85%

Abound Wealth Management's iShares National Muni Bond ETF Holding Summary

As of 2025-06-30, Abound Wealth Management held 25,810.00 shares of iShares National Muni Bond ETF(MUB), totaling $2.70 Mil. This investment constitutes 0.76% of their stock portfolio, and Abound Wealth Management now holds 0.01% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2022Q1. And since then Abound Wealth Management has made 10 purchases of MUB, at an average price of $107.91, for a total of 38,281.00 shares. In addition, there have been 4 sales at an average price of $104.84 for 12,471.00 shares. Based on historical transaction data and MUB's current price of $103.24, Abound Wealth Management's estimated gain on his MUB holdings is $-158,949.74, reflecting a -3.85% gain to date.

Abound Wealth Management MUB ($103.24) Holding Chart

Abound Wealth Management MUB ($103.24) 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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