Forum Financial Management, LP MUB Holdings History
Forum Financial Management, LP's iShares National Muni Bond ETF Holding Summary
As of 2025-03-31, Forum Financial Management, LP held 105,904.00 shares of iShares National Muni Bond ETF(MUB), totaling $11.17 Mil. This investment constitutes 0.18% of their stock portfolio, and Forum Financial Management, LP now holds 0.03% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2021Q4. And since then Forum Financial Management, LP has made 6 purchases of MUB, at an average price of $105.33, for a total of 584,349.00 shares. In addition, there have been 7 sales at an average price of $106.57 for 478,445.00 shares. Based on historical transaction data and MUB's current price of $104.26, Forum Financial Management, LP's estimated gain on his MUB holdings is $481,308.58, reflecting a 0.78% gain to date.
Forum Financial Management, LP MUB ($104.26) Holding Chart
Forum Financial Management, LP MUB ($104.26) 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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