Number of Shares
90,101.00
Current Holdings Value*
$9.50 Mil
% of Portfolio
2.88%
Total Estimate Gain
$-103,803.41
% of Total Estimate Gain
-1.09%

Global Wealth Strategies & Associates's iShares National Muni Bond ETF Holding Summary

As of 2025-03-31, Global Wealth Strategies & Associates held 90,101.00 shares of iShares National Muni Bond ETF(MUB), totaling $9.50 Mil. This investment constitutes 2.88% of their stock portfolio, and Global Wealth Strategies & Associates now holds 0.02% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2022Q4. And since then Global Wealth Strategies & Associates has made 9 purchases of MUB, at an average price of $105.47, for a total of 90,101.00 shares. Based on historical transaction data and MUB's current price of $104.32, Global Wealth Strategies & Associates's estimated gain on his MUB holdings is $-103,803.41, reflecting a -1.09% gain to date.

Global Wealth Strategies & Associates MUB ($104.32) Holding Chart

Global Wealth Strategies & Associates MUB ($104.32) 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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