Kathleen S. Wright Associates Inc. SUB Holdings History
Kathleen S. Wright Associates Inc.'s iShares Short-Term National Muni Bond ETF Holding Summary
As of 2025-03-31, Kathleen S. Wright Associates Inc. held 3,293.00 shares of iShares Short-Term National Muni Bond ETF(SUB), totaling $347,710.00. This investment constitutes 0.14% of their stock portfolio, and Kathleen S. Wright Associates Inc. now holds 0% of the outstanding iShares Short-Term National Muni Bond ETF(SUB) stock.
The initial trade took place in 2021Q4. And since then Kathleen S. Wright Associates Inc. has made 5 purchases of SUB, at an average price of $105.74, for a total of 3,642.00 shares. In addition, there have been 6 sales at an average price of $103.98 for 349.00 shares. Based on historical transaction data and SUB's current price of $106.51, Kathleen S. Wright Associates Inc.'s estimated gain on his SUB holdings is $1,930.73, reflecting a 0.50% gain to date.
Kathleen S. Wright Associates Inc. SUB ($106.51) Holding Chart
Kathleen S. Wright Associates Inc. SUB ($106.51) 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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