JFS WEALTH ADVISORS, LLC MUB Holdings History
JFS WEALTH ADVISORS, LLC's iShares National Muni Bond ETF Holding Summary
As of 2025-03-31, JFS WEALTH ADVISORS, LLC held 499,700.00 shares of iShares National Muni Bond ETF(MUB), totaling $52.69 Mil. This investment constitutes 3.57% of their stock portfolio, and JFS WEALTH ADVISORS, LLC now holds 0.13% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2015Q4. And since then JFS WEALTH ADVISORS, LLC has made 16 purchases of MUB, at an average price of $108.56, for a total of 616,751.00 shares. In addition, there have been 13 sales at an average price of $108.48 for 117,051.00 shares. Based on historical transaction data and MUB's current price of $103.65, JFS WEALTH ADVISORS, LLC's estimated gain on his MUB holdings is $-2.47 Mil, reflecting a -3.68% gain to date.
JFS WEALTH ADVISORS, LLC MUB ($103.65) Holding Chart
JFS WEALTH ADVISORS, LLC MUB ($103.65) 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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