Number of Shares
65,358.00
Current Holdings Value*
$6.89 Mil
% of Portfolio
1.18%
Total Estimate Gain
$-664,893.64
% of Total Estimate Gain
-5.89%

Cannon Financial Strategists, Inc.'s iShares National Muni Bond ETF Holding Summary

As of 2025-03-31, Cannon Financial Strategists, Inc. held 65,358.00 shares of iShares National Muni Bond ETF(MUB), totaling $6.89 Mil. This investment constitutes 1.18% of their stock portfolio, and Cannon Financial Strategists, Inc. now holds 0.02% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2019Q4. And since then Cannon Financial Strategists, Inc. has made 16 purchases of MUB, at an average price of $111.20, for a total of 101,515.00 shares. In addition, there have been 5 sales at an average price of $107.20 for 36,157.00 shares. Based on historical transaction data and MUB's current price of $103.24, Cannon Financial Strategists, Inc.'s estimated gain on his MUB holdings is $-664,893.64, reflecting a -5.89% gain to date.

Cannon Financial Strategists, Inc. MUB ($103.24) Holding Chart

Cannon Financial Strategists, Inc. 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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