Burt Wealth Advisors MUB Holdings History
Burt Wealth Advisors's iShares National Muni Bond ETF Holding Summary
As of 2025-06-30, Burt Wealth Advisors held 40,579.00 shares of iShares National Muni Bond ETF(MUB), totaling $4.24 Mil. This investment constitutes 0.97% of their stock portfolio, and Burt Wealth Advisors now holds 0.01% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2020Q3. And since then Burt Wealth Advisors has made 12 purchases of MUB, at an average price of $112.46, for a total of 122,844.00 shares. In addition, there have been 9 sales at an average price of $104.82 for 82,265.00 shares. Based on historical transaction data and MUB's current price of $103.24, Burt Wealth Advisors's estimated gain on his MUB holdings is $-1.00 Mil, reflecting a -7.26% gain to date.
Burt Wealth Advisors MUB ($103.24) Holding Chart
Burt Wealth Advisors MUB ($103.24) 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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