Number of Shares
547,610.00
Current Holdings Value*
$58.23 Mil
% of Portfolio
1.58%
Total Estimate Gain
$729,891.90
% of Total Estimate Gain
0.58%

GRIMES & COMPANY, INC.'s iShares Short-Term National Muni Bond ETF Holding Summary

As of 2025-06-30, GRIMES & COMPANY, INC. held 547,610.00 shares of iShares Short-Term National Muni Bond ETF(SUB), totaling $58.23 Mil. This investment constitutes 1.58% of their stock portfolio, and GRIMES & COMPANY, INC. now holds 0.58% of the outstanding iShares Short-Term National Muni Bond ETF(SUB) stock.

The initial trade took place in 2015Q3. And since then GRIMES & COMPANY, INC. has made 5 purchases of SUB, at an average price of $104.41, for a total of 1.20 Mil shares. In addition, there have been 13 sales at an average price of $103.79 for 650,047.00 shares. Based on historical transaction data and SUB's current price of $106.49, GRIMES & COMPANY, INC.'s estimated gain on his SUB holdings is $729,891.90, reflecting a 0.58% gain to date.

GRIMES & COMPANY, INC. SUB ($106.49) Holding Chart

GRIMES & COMPANY, INC. SUB ($106.49) 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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