Number of Shares
6,958.00
Current Holdings Value*
$726,970.00
% of Portfolio
0.32%
Total Estimate Gain
$-292,397.11
% of Total Estimate Gain
-5.42%

CATALYST PRIVATE WEALTH, LLC's iShares National Muni Bond ETF Holding Summary

As of 2025-06-30, CATALYST PRIVATE WEALTH, LLC held 6,958.00 shares of iShares National Muni Bond ETF(MUB), totaling $726,970.00. This investment constitutes 0.32% of their stock portfolio, and CATALYST PRIVATE WEALTH, LLC now holds 0% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2020Q3. And since then CATALYST PRIVATE WEALTH, LLC has made 9 purchases of MUB, at an average price of $111.95, for a total of 48,194.00 shares. In addition, there have been 8 sales at an average price of $106.33 for 41,236.00 shares. Based on historical transaction data and MUB's current price of $103.24, CATALYST PRIVATE WEALTH, LLC's estimated gain on his MUB holdings is $-292,397.11, reflecting a -5.42% gain to date.

CATALYST PRIVATE WEALTH, LLC MUB ($103.24) Holding Chart

CATALYST PRIVATE WEALTH, LLC 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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