Number of Shares
16,654.00
Current Holdings Value*
$1.74 Mil
% of Portfolio
0.21%
Total Estimate Gain
$-457,311.84
% of Total Estimate Gain
-3.58%

Graves Light Lenhart Wealth, Inc.'s iShares National Muni Bond ETF Holding Summary

As of 2025-06-30, Graves Light Lenhart Wealth, Inc. held 16,654.00 shares of iShares National Muni Bond ETF(MUB), totaling $1.74 Mil. This investment constitutes 0.21% of their stock portfolio, and Graves Light Lenhart Wealth, Inc. now holds 0% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2018Q4. And since then Graves Light Lenhart Wealth, Inc. has made 11 purchases of MUB, at an average price of $109.82, for a total of 116,278.00 shares. In addition, there have been 14 sales at an average price of $106.27 for 99,624.00 shares. Based on historical transaction data and MUB's current price of $103.62, Graves Light Lenhart Wealth, Inc.'s estimated gain on his MUB holdings is $-457,311.84, reflecting a -3.58% gain to date.

Graves Light Lenhart Wealth, Inc. MUB ($103.62) Holding Chart

Graves Light Lenhart Wealth, Inc. MUB ($103.62) 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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