Number of Shares
267,736.00
Current Holdings Value*
$28.23 Mil
% of Portfolio
4.93%
Total Estimate Gain
$-1.47 Mil
% of Total Estimate Gain
-4.43%

CAPITAL INSIGHT PARTNERS, LLC's iShares National Muni Bond ETF Holding Summary

As of 2025-03-31, CAPITAL INSIGHT PARTNERS, LLC held 267,736.00 shares of iShares National Muni Bond ETF(MUB), totaling $28.23 Mil. This investment constitutes 4.93% of their stock portfolio, and CAPITAL INSIGHT PARTNERS, LLC now holds 0.07% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2019Q4. And since then CAPITAL INSIGHT PARTNERS, LLC has made 17 purchases of MUB, at an average price of $110.02, for a total of 301,082.00 shares. In addition, there have been 5 sales at an average price of $111.52 for 33,346.00 shares. Based on historical transaction data and MUB's current price of $104.35, CAPITAL INSIGHT PARTNERS, LLC's estimated gain on his MUB holdings is $-1.47 Mil, reflecting a -4.43% gain to date.

CAPITAL INSIGHT PARTNERS, LLC MUB ($104.35) Holding Chart

CAPITAL INSIGHT PARTNERS, LLC MUB ($104.35) 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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