Number of Shares
7,352.00
Current Holdings Value*
$768,180.00
% of Portfolio
0.13%
Total Estimate Gain
$-21,869.11
% of Total Estimate Gain
-0.30%

James J. Burns & Company, LLC's iShares National Muni Bond ETF Holding Summary

As of 2025-06-30, James J. Burns & Company, LLC held 7,352.00 shares of iShares National Muni Bond ETF(MUB), totaling $768,180.00. This investment constitutes 0.13% of their stock portfolio, and James J. Burns & Company, LLC now holds 0% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2022Q3. And since then James J. Burns & Company, LLC has made 4 purchases of MUB, at an average price of $106.15, for a total of 68,896.00 shares. In addition, there have been 7 sales at an average price of $106.10 for 61,544.00 shares. Based on historical transaction data and MUB's current price of $103.60, James J. Burns & Company, LLC's estimated gain on his MUB holdings is $-21,869.11, reflecting a -0.30% gain to date.

James J. Burns & Company, LLC MUB ($103.60) Holding Chart

James J. Burns & Company, LLC MUB ($103.60) 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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