Number of Shares
39,725.00
Current Holdings Value*
$4.23 Mil
% of Portfolio
2.06%
Total Estimate Gain
$-54,743.65
% of Total Estimate Gain
-1.31%

HART & PATTERSON FINANCIAL GROUP LLC's iShares National Muni Bond ETF Holding Summary

As of 2024-12-31, HART & PATTERSON FINANCIAL GROUP LLC held 39,725.00 shares of iShares National Muni Bond ETF(MUB), totaling $4.23 Mil. This investment constitutes 2.06% of their stock portfolio, and HART & PATTERSON FINANCIAL GROUP LLC now holds 0.01% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2023Q4. And since then HART & PATTERSON FINANCIAL GROUP LLC has made 4 purchases of MUB, at an average price of $105.57, for a total of 39,725.00 shares. Based on historical transaction data and MUB's current price of $104.19, HART & PATTERSON FINANCIAL GROUP LLC's estimated gain on his MUB holdings is $-54,743.65, reflecting a -1.31% gain to date.

HART & PATTERSON FINANCIAL GROUP LLC MUB ($104.19) Holding Chart

HART & PATTERSON FINANCIAL GROUP LLC MUB ($104.19) 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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