Number of Shares
140,309.00
Current Holdings Value*
$3.28 Mil
% of Portfolio
2.31%
Total Estimate Gain
$-61,485.67
% of Total Estimate Gain
-1.85%

Keystone Financial Group, Inc.'s iShares Intermediate Muni Income Active ETF Holding Summary

As of 2025-03-31, Keystone Financial Group, Inc. held 140,309.00 shares of iShares Intermediate Muni Income Active ETF(INMU), totaling $3.28 Mil. This investment constitutes 2.31% of their stock portfolio, and Keystone Financial Group, Inc. now holds 4.01% of the outstanding iShares Intermediate Muni Income Active ETF(INMU) stock.

The initial trade took place in 2024Q4. And since then Keystone Financial Group, Inc. has made 1 purchases of INMU, at an average price of $23.73, for a total of 140,309.00 shares. Based on historical transaction data and INMU's current price of $23.29, Keystone Financial Group, Inc.'s estimated gain on his INMU holdings is $-61,485.67, reflecting a -1.85% gain to date.

Keystone Financial Group, Inc. INMU ($23.29) Holding Chart

Keystone Financial Group, Inc. INMU ($23.29) 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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