ESG Planning DBA Harper Investing MUB Holdings History
ESG Planning DBA Harper Investing's iShares National Muni Bond ETF Holding Summary
As of 2025-03-31, ESG Planning DBA Harper Investing held 206,731.00 shares of iShares National Muni Bond ETF(MUB), totaling $21.80 Mil. This investment constitutes 14.45% of their stock portfolio, and ESG Planning DBA Harper Investing now holds 0.06% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2022Q1. And since then ESG Planning DBA Harper Investing has made 6 purchases of MUB, at an average price of $109.30, for a total of 376,867.00 shares. In addition, there have been 6 sales at an average price of $105.02 for 170,136.00 shares. Based on historical transaction data and MUB's current price of $103.55, ESG Planning DBA Harper Investing's estimated gain on his MUB holdings is $-1.92 Mil, reflecting a -4.65% gain to date.
ESG Planning DBA Harper Investing MUB ($103.55) Holding Chart
ESG Planning DBA Harper Investing MUB ($103.55) 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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