Number of Shares
331,175.00
Current Holdings Value*
$34.92 Mil
% of Portfolio
3.21%
Total Estimate Gain
$-1.12 Mil
% of Total Estimate Gain
-3.15%

Cardinal Point Capital Management ULC's iShares National Muni Bond ETF Holding Summary

As of 2025-03-31, Cardinal Point Capital Management ULC held 331,175.00 shares of iShares National Muni Bond ETF(MUB), totaling $34.92 Mil. This investment constitutes 3.21% of their stock portfolio, and Cardinal Point Capital Management ULC now holds 0.09% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2024Q1. And since then Cardinal Point Capital Management ULC has made 5 purchases of MUB, at an average price of $107.60, for a total of 331,175.00 shares. Based on historical transaction data and MUB's current price of $104.21, Cardinal Point Capital Management ULC's estimated gain on his MUB holdings is $-1.12 Mil, reflecting a -3.15% gain to date.

Cardinal Point Capital Management ULC MUB ($104.21) Holding Chart

Cardinal Point Capital Management ULC MUB ($104.21) 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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