CV Advisors LLC MUB Holdings History
Number of Shares
44,726.00
Current Holdings Value*
$4.72 Mil
% of Portfolio
1.66%
Total Estimate Gain
$-148,561.80
% of Total Estimate Gain
-3.11%
CV Advisors LLC's iShares National Muni Bond ETF Holding Summary
As of 2025-03-31, CV Advisors LLC held 44,726.00 shares of iShares National Muni Bond ETF(MUB), totaling $4.72 Mil. This investment constitutes 1.66% of their stock portfolio, and CV Advisors LLC now holds 0.01% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2023Q1. And since then CV Advisors LLC has made 6 purchases of MUB, at an average price of $106.86, for a total of 44,726.00 shares. Based on historical transaction data and MUB's current price of $103.54, CV Advisors LLC's estimated gain on his MUB holdings is $-148,561.80, reflecting a -3.11% gain to date.
CV Advisors LLC MUB ($103.54) Holding Chart
CV Advisors LLC 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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