Number of Shares
185,236.00
Current Holdings Value*
$19.35 Mil
% of Portfolio
5.58%
Total Estimate Gain
$-1.87 Mil
% of Total Estimate Gain
-3.89%

Cardinal Strategic Wealth Guidance's iShares National Muni Bond ETF Holding Summary

As of 2025-06-30, Cardinal Strategic Wealth Guidance held 185,236.00 shares of iShares National Muni Bond ETF(MUB), totaling $19.35 Mil. This investment constitutes 5.58% of their stock portfolio, and Cardinal Strategic Wealth Guidance now holds 0.05% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2020Q1. And since then Cardinal Strategic Wealth Guidance has made 15 purchases of MUB, at an average price of $109.04, for a total of 440,438.00 shares. In addition, there have been 7 sales at an average price of $105.75 for 255,202.00 shares. Based on historical transaction data and MUB's current price of $103.49, Cardinal Strategic Wealth Guidance's estimated gain on his MUB holdings is $-1.87 Mil, reflecting a -3.89% gain to date.

Cardinal Strategic Wealth Guidance MUB ($103.49) Holding Chart

Cardinal Strategic Wealth Guidance MUB ($103.49) 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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