Number of Shares
11,674.00
Current Holdings Value*
$1.23 Mil
% of Portfolio
1.4%
Total Estimate Gain
$-37,682.46
% of Total Estimate Gain
-3.00%

Blake Schutter Theil Wealth Advisors, LLC's iShares National Muni Bond ETF Holding Summary

As of 2025-03-31, Blake Schutter Theil Wealth Advisors, LLC held 11,674.00 shares of iShares National Muni Bond ETF(MUB), totaling $1.23 Mil. This investment constitutes 1.4% of their stock portfolio, and Blake Schutter Theil Wealth Advisors, LLC now holds 0% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2024Q3. And since then Blake Schutter Theil Wealth Advisors, LLC has made 1 purchases of MUB, at an average price of $107.50, for a total of 11,674.00 shares. Based on historical transaction data and MUB's current price of $104.27, Blake Schutter Theil Wealth Advisors, LLC's estimated gain on his MUB holdings is $-37,682.46, reflecting a -3.00% gain to date.

Blake Schutter Theil Wealth Advisors, LLC MUB ($104.27) Holding Chart

Blake Schutter Theil Wealth Advisors, LLC MUB ($104.27) 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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