Helen Stephens Group, LLC SUB Holdings History
Helen Stephens Group, LLC's iShares Short-Term National Muni Bond ETF Holding Summary
As of 2025-06-30, Helen Stephens Group, LLC held 26,576.00 shares of iShares Short-Term National Muni Bond ETF(SUB), totaling $2.83 Mil. This investment constitutes 0.7% of their stock portfolio, and Helen Stephens Group, LLC now holds 0.03% of the outstanding iShares Short-Term National Muni Bond ETF(SUB) stock.
The initial trade took place in 2022Q1. And since then Helen Stephens Group, LLC has made 4 purchases of SUB, at an average price of $105.38, for a total of 100,843.00 shares. In addition, there have been 10 sales at an average price of $104.77 for 74,267.00 shares. Based on historical transaction data and SUB's current price of $106.43, Helen Stephens Group, LLC's estimated gain on his SUB holdings is $-18,126.53, reflecting a -0.17% gain to date.
Helen Stephens Group, LLC SUB ($106.43) Holding Chart
Helen Stephens Group, LLC SUB ($106.43) 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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