Number of Shares
315,235.00
Current Holdings Value*
$32.94 Mil
% of Portfolio
2.56%
Total Estimate Gain
$-4.00 Mil
% of Total Estimate Gain
-5.95%

CAHABA WEALTH MANAGEMENT, INC.'s iShares National Muni Bond ETF Holding Summary

As of 2025-06-30, CAHABA WEALTH MANAGEMENT, INC. held 315,235.00 shares of iShares National Muni Bond ETF(MUB), totaling $32.94 Mil. This investment constitutes 2.56% of their stock portfolio, and CAHABA WEALTH MANAGEMENT, INC. now holds 0.08% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2018Q2. And since then CAHABA WEALTH MANAGEMENT, INC. has made 20 purchases of MUB, at an average price of $111.66, for a total of 602,297.00 shares. In addition, there have been 9 sales at an average price of $106.65 for 287,062.00 shares. Based on historical transaction data and MUB's current price of $103.54, CAHABA WEALTH MANAGEMENT, INC.'s estimated gain on his MUB holdings is $-4.00 Mil, reflecting a -5.95% gain to date.

CAHABA WEALTH MANAGEMENT, INC. MUB ($103.54) Holding Chart

CAHABA WEALTH MANAGEMENT, INC. 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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