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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