Joel Adams & Associates, Inc. MUB Holdings History
Joel Adams & Associates, Inc.'s iShares National Muni Bond ETF Holding Summary
As of 2025-03-31, Joel Adams & Associates, Inc. held 30,213.00 shares of iShares National Muni Bond ETF(MUB), totaling $3.19 Mil. This investment constitutes 2.87% of their stock portfolio, and Joel Adams & Associates, Inc. now holds 0.01% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $106.35 for 629.00 shares. Based on historical transaction data and MUB's current price of $103.54, Joel Adams & Associates, Inc.'s estimated gain on his MUB holdings is $-117,899.47, reflecting a -3.56% gain to date.
Joel Adams & Associates, Inc. MUB ($103.54) Holding Chart
Joel Adams & Associates, Inc. MUB ($103.54) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
