Number of Shares
64,301.00
Current Holdings Value*
$6.78 Mil
% of Portfolio
4.36%
Total Estimate Gain
$-94,582.91
% of Total Estimate Gain
-0.82%

Clarity Asset Management, Inc.'s iShares National Muni Bond ETF Holding Summary

As of 2025-03-31, Clarity Asset Management, Inc. held 64,301.00 shares of iShares National Muni Bond ETF(MUB), totaling $6.78 Mil. This investment constitutes 4.36% of their stock portfolio, and Clarity Asset Management, Inc. now holds 0.02% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2023Q4. And since then Clarity Asset Management, Inc. has made 3 purchases of MUB, at an average price of $105.67, for a total of 109,102.00 shares. In addition, there have been 2 sales at an average price of $106.69 for 44,801.00 shares. Based on historical transaction data and MUB's current price of $103.49, Clarity Asset Management, Inc.'s estimated gain on his MUB holdings is $-94,582.91, reflecting a -0.82% gain to date.

Clarity Asset Management, Inc. MUB ($103.49) Holding Chart

Clarity Asset Management, Inc. 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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