Apex Wealth Management, LLC SUB Holdings History
Apex Wealth Management, LLC's iShares Short-Term National Muni Bond ETF Holding Summary
As of 2025-03-31, Apex Wealth Management, LLC held 35,423.00 shares of iShares Short-Term National Muni Bond ETF(SUB), totaling $3.74 Mil. This investment constitutes 3.36% of their stock portfolio, and Apex Wealth Management, LLC now holds 0.04% of the outstanding iShares Short-Term National Muni Bond ETF(SUB) stock.
The initial trade took place in 2024Q4. And since then Apex Wealth Management, LLC has made 1 purchases of SUB, at an average price of $105.65, for a total of 35,423.00 shares. Based on historical transaction data and SUB's current price of $106.43, Apex Wealth Management, LLC's estimated gain on his SUB holdings is $27,712.26, reflecting a 0.74% gain to date.
Apex Wealth Management, LLC SUB ($106.43) Holding Chart
Apex Wealth Management, LLC SUB ($106.43) 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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