Astoria Strategic Wealth, Inc. MUB Holdings History
Number of Shares
73,334.00
Current Holdings Value*
$7.66 Mil
% of Portfolio
2.07%
Total Estimate Gain
$-242,935.33
% of Total Estimate Gain
-3.10%
Astoria Strategic Wealth, Inc.'s iShares National Muni Bond ETF Holding Summary
As of 2025-06-30, Astoria Strategic Wealth, Inc. held 73,334.00 shares of iShares National Muni Bond ETF(MUB), totaling $7.66 Mil. This investment constitutes 2.07% of their stock portfolio, and Astoria Strategic Wealth, Inc. now holds 0.02% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2024Q4. And since then Astoria Strategic Wealth, Inc. has made 3 purchases of MUB, at an average price of $106.85, for a total of 73,334.00 shares. Based on historical transaction data and MUB's current price of $103.54, Astoria Strategic Wealth, Inc.'s estimated gain on his MUB holdings is $-242,935.33, reflecting a -3.10% gain to date.
Astoria Strategic Wealth, Inc. MUB ($103.54) Holding Chart
Astoria Strategic Wealth, Inc. MUB ($103.54) 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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