Number of Shares
94,613.00
Current Holdings Value*
$9.89 Mil
% of Portfolio
2.83%
Total Estimate Gain
$-204,496.49
% of Total Estimate Gain
-2.05%

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

As of 2025-06-30, Global Wealth Strategies & Associates held 94,613.00 shares of iShares National Muni Bond ETF(MUB), totaling $9.89 Mil. This investment constitutes 2.83% of their stock portfolio, and Global Wealth Strategies & Associates now holds 0.03% 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 10 purchases of MUB, at an average price of $105.40, for a total of 94,613.00 shares. Based on historical transaction data and MUB's current price of $103.24, Global Wealth Strategies & Associates's estimated gain on his MUB holdings is $-204,496.49, reflecting a -2.05% gain to date.

Global Wealth Strategies & Associates MUB ($103.24) Holding Chart

Global Wealth Strategies & Associates MUB ($103.24) 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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