BROWN WEALTH MANAGEMENT, LLC MUB Holdings History
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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