Number of Shares
137,282.00
Current Holdings Value*
$14.47 Mil
% of Portfolio
4.98%
Total Estimate Gain
$-432,374.16
% of Total Estimate Gain
-2.60%

BROWN WEALTH MANAGEMENT, LLC's iShares National Muni Bond ETF Holding Summary

As of 2025-03-31, BROWN WEALTH MANAGEMENT, LLC held 137,282.00 shares of iShares National Muni Bond ETF(MUB), totaling $14.47 Mil. This investment constitutes 4.98% of their stock portfolio, and BROWN WEALTH MANAGEMENT, LLC now holds 0.04% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2023Q2. And since then BROWN WEALTH MANAGEMENT, LLC has made 4 purchases of MUB, at an average price of $106.63, for a total of 155,780.00 shares. In addition, there have been 3 sales at an average price of $106.22 for 18,498.00 shares. Based on historical transaction data and MUB's current price of $103.54, BROWN WEALTH MANAGEMENT, LLC's estimated gain on his MUB holdings is $-432,374.16, reflecting a -2.60% gain to date.

BROWN WEALTH MANAGEMENT, LLC MUB ($103.54) Holding Chart

BROWN WEALTH MANAGEMENT, LLC 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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