Number of Shares
4,473.00
Current Holdings Value*
$471,630.00
% of Portfolio
0.17%
Total Estimate Gain
$-15,243.18
% of Total Estimate Gain
-1.09%

Chesapeake Wealth Management's iShares National Muni Bond ETF Holding Summary

As of 2025-03-31, Chesapeake Wealth Management held 4,473.00 shares of iShares National Muni Bond ETF(MUB), totaling $471,630.00. This investment constitutes 0.17% of their stock portfolio, and Chesapeake Wealth Management now holds 0% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2018Q2. And since then Chesapeake Wealth Management has made 9 purchases of MUB, at an average price of $108.50, for a total of 12,936.00 shares. In addition, there have been 9 sales at an average price of $109.35 for 8,463.00 shares. Based on historical transaction data and MUB's current price of $103.49, Chesapeake Wealth Management's estimated gain on his MUB holdings is $-15,243.18, reflecting a -1.09% gain to date.

Chesapeake Wealth Management MUB ($103.49) Holding Chart

Chesapeake Wealth Management 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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