Forvis Mazars Wealth Advisors, LLC MUB Holdings History
Forvis Mazars Wealth Advisors, LLC's iShares National Muni Bond ETF Holding Summary
As of 2025-03-31, Forvis Mazars Wealth Advisors, LLC held 641,020.00 shares of iShares National Muni Bond ETF(MUB), totaling $67.59 Mil. This investment constitutes 1.62% of their stock portfolio, and Forvis Mazars Wealth Advisors, LLC now holds 0.17% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2013Q3. And since then Forvis Mazars Wealth Advisors, LLC has made 19 purchases of MUB, at an average price of $106.55, for a total of 782,540.00 shares. In addition, there have been 10 sales at an average price of $108.00 for 141,520.00 shares. Based on historical transaction data and MUB's current price of $104.27, Forvis Mazars Wealth Advisors, LLC's estimated gain on his MUB holdings is $-1.26 Mil, reflecting a -1.51% gain to date.
Forvis Mazars Wealth Advisors, LLC MUB ($104.27) Holding Chart
Forvis Mazars Wealth Advisors, LLC MUB ($104.27) 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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