Number of Shares
232,865.00
Current Holdings Value*
$24.33 Mil
% of Portfolio
4.38%
Total Estimate Gain
$-1.18 Mil
% of Total Estimate Gain
-3.92%

Boston Standard Wealth Management, LLC's iShares National Muni Bond ETF Holding Summary

As of 2025-06-30, Boston Standard Wealth Management, LLC held 232,865.00 shares of iShares National Muni Bond ETF(MUB), totaling $24.33 Mil. This investment constitutes 4.38% of their stock portfolio, and Boston Standard Wealth Management, LLC now holds 0.06% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2014Q4. And since then Boston Standard Wealth Management, LLC has made 26 purchases of MUB, at an average price of $108.72, for a total of 276,947.00 shares. In addition, there have been 5 sales at an average price of $108.91 for 44,082.00 shares. Based on historical transaction data and MUB's current price of $103.62, Boston Standard Wealth Management, LLC's estimated gain on his MUB holdings is $-1.18 Mil, reflecting a -3.92% gain to date.

Boston Standard Wealth Management, LLC MUB ($103.62) Holding Chart

Boston Standard Wealth Management, LLC MUB ($103.62) 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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