Number of Shares
32,528.00
Current Holdings Value*
$3.40 Mil
% of Portfolio
1.9%
Total Estimate Gain
$8,753.20
% of Total Estimate Gain
0.20%

EAGLE WEALTH STRATEGIES LLC's iShares National Muni Bond ETF Holding Summary

As of 2025-06-30, EAGLE WEALTH STRATEGIES LLC held 32,528.00 shares of iShares National Muni Bond ETF(MUB), totaling $3.40 Mil. This investment constitutes 1.9% of their stock portfolio, and EAGLE WEALTH STRATEGIES LLC now holds 0.01% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2023Q4. And since then EAGLE WEALTH STRATEGIES LLC has made 4 purchases of MUB, at an average price of $104.11, for a total of 41,820.00 shares. In addition, there have been 2 sales at an average price of $107.17 for 9,292.00 shares. Based on historical transaction data and MUB's current price of $103.51, EAGLE WEALTH STRATEGIES LLC's estimated gain on his MUB holdings is $8,753.20, reflecting a 0.20% gain to date.

EAGLE WEALTH STRATEGIES LLC MUB ($103.51) Holding Chart

EAGLE WEALTH STRATEGIES LLC MUB ($103.51) 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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