Kades & Cheifetz LLC SUB Holdings History

Number of Shares
35,024.00
Current Holdings Value*
$3.69 Mil
% of Portfolio
1.89%
Total Estimate Gain
$47,639.67
% of Total Estimate Gain
1.24%

Kades & Cheifetz LLC's iShares Short-Term National Muni Bond ETF Holding Summary

As of 2024-12-31, Kades & Cheifetz LLC held 35,024.00 shares of iShares Short-Term National Muni Bond ETF(SUB), totaling $3.69 Mil. This investment constitutes 1.89% of their stock portfolio, and Kades & Cheifetz LLC now holds 0.04% of the outstanding iShares Short-Term National Muni Bond ETF(SUB) stock.

The initial trade took place in 2022Q4. And since then Kades & Cheifetz LLC has made 7 purchases of SUB, at an average price of $105.07, for a total of 36,477.00 shares. In addition, there have been 1 sales at an average price of $104.99 for 1,453.00 shares. Based on historical transaction data and SUB's current price of $106.43, Kades & Cheifetz LLC's estimated gain on his SUB holdings is $47,639.67, reflecting a 1.24% gain to date.

Kades & Cheifetz LLC SUB ($106.43) Holding Chart

Kades & Cheifetz 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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