Clifford Group, LLC MUB Holdings History

Number of Shares
42,588.00
Current Holdings Value*
$4.49 Mil
% of Portfolio
4.19%
Total Estimate Gain
$12,666.03
% of Total Estimate Gain
0.19%

Clifford Group, LLC's iShares National Muni Bond ETF Holding Summary

As of 2025-03-31, Clifford Group, LLC held 42,588.00 shares of iShares National Muni Bond ETF(MUB), totaling $4.49 Mil. This investment constitutes 4.19% of their stock portfolio, and Clifford Group, LLC now holds 0.01% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2022Q4. And since then Clifford Group, LLC has made 5 purchases of MUB, at an average price of $104.87, for a total of 62,692.00 shares. In addition, there have been 4 sales at an average price of $107.64 for 20,104.00 shares. Based on historical transaction data and MUB's current price of $103.87, Clifford Group, LLC's estimated gain on his MUB holdings is $12,666.03, reflecting a 0.19% gain to date.

Clifford Group, LLC MUB ($103.87) Holding Chart

Clifford Group, LLC MUB ($103.87) 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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