BROWN WEALTH MANAGEMENT, LLC SUB Holdings History
BROWN WEALTH MANAGEMENT, LLC's iShares Short-Term National Muni Bond ETF Holding Summary
As of 2025-03-31, BROWN WEALTH MANAGEMENT, LLC held 158,916.00 shares of iShares Short-Term National Muni Bond ETF(SUB), totaling $16.78 Mil. This investment constitutes 5.77% of their stock portfolio, and BROWN WEALTH MANAGEMENT, LLC now holds 0.18% of the outstanding iShares Short-Term National Muni Bond ETF(SUB) stock.
The initial trade took place in 2023Q2. And since then BROWN WEALTH MANAGEMENT, LLC has made 5 purchases of SUB, at an average price of $104.33, for a total of 183,036.00 shares. In addition, there have been 2 sales at an average price of $104.98 for 24,120.00 shares. Based on historical transaction data and SUB's current price of $106.47, BROWN WEALTH MANAGEMENT, LLC's estimated gain on his SUB holdings is $356,510.41, reflecting a 1.87% gain to date.
BROWN WEALTH MANAGEMENT, LLC SUB ($106.47) Holding Chart
BROWN WEALTH MANAGEMENT, LLC SUB ($106.47) 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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