Alaethes Wealth LLC SUB Holdings History
Alaethes Wealth LLC's iShares Short-Term National Muni Bond ETF Holding Summary
As of 2025-03-31, Alaethes Wealth LLC held 96,628.00 shares of iShares Short-Term National Muni Bond ETF(SUB), totaling $10.20 Mil. This investment constitutes 3.74% of their stock portfolio, and Alaethes Wealth LLC now holds 0.11% of the outstanding iShares Short-Term National Muni Bond ETF(SUB) stock.
The initial trade took place in 2023Q3. And since then Alaethes Wealth LLC has made 5 purchases of SUB, at an average price of $104.57, for a total of 97,973.00 shares. In addition, there have been 1 sales at an average price of $104.02 for 1,345.00 shares. Based on historical transaction data and SUB's current price of $106.50, Alaethes Wealth LLC's estimated gain on his SUB holdings is $185,439.79, reflecting a 1.81% gain to date.
Alaethes Wealth LLC SUB ($106.50) Holding Chart
Alaethes Wealth LLC SUB ($106.50) 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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