Aletheian Wealth Advisors LLC MUB Holdings History
Aletheian Wealth Advisors LLC's iShares National Muni Bond ETF Holding Summary
As of 2025-06-30, Aletheian Wealth Advisors LLC held 47,761.00 shares of iShares National Muni Bond ETF(MUB), totaling $4.99 Mil. This investment constitutes 2.45% of their stock portfolio, and Aletheian Wealth Advisors LLC now holds 0.01% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2022Q1. And since then Aletheian Wealth Advisors LLC has made 9 purchases of MUB, at an average price of $109.20, for a total of 80,026.00 shares. In addition, there have been 5 sales at an average price of $105.71 for 32,265.00 shares. Based on historical transaction data and MUB's current price of $103.95, Aletheian Wealth Advisors LLC's estimated gain on his MUB holdings is $-363,423.83, reflecting a -4.16% gain to date.
Aletheian Wealth Advisors LLC MUB ($103.95) Holding Chart
Aletheian Wealth Advisors 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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