Number of Shares
205,801.00
Current Holdings Value*
$21.70 Mil
% of Portfolio
1.94%
Total Estimate Gain
$-1.62 Mil
% of Total Estimate Gain
-2.93%

Austin Private Wealth, LLC's iShares National Muni Bond ETF Holding Summary

As of 2025-03-31, Austin Private Wealth, LLC held 205,801.00 shares of iShares National Muni Bond ETF(MUB), totaling $21.70 Mil. This investment constitutes 1.94% of their stock portfolio, and Austin Private Wealth, LLC now holds 0.06% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2019Q4. And since then Austin Private Wealth, LLC has made 17 purchases of MUB, at an average price of $108.36, for a total of 510,366.00 shares. In addition, there have been 4 sales at an average price of $106.49 for 304,565.00 shares. Based on historical transaction data and MUB's current price of $103.24, Austin Private Wealth, LLC's estimated gain on his MUB holdings is $-1.62 Mil, reflecting a -2.93% gain to date.

Austin Private Wealth, LLC MUB ($103.24) Holding Chart

Austin Private Wealth, LLC 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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