Legacy Financial Strategies, LLC MUB Holdings History
Legacy Financial Strategies, LLC's iShares National Muni Bond ETF Holding Summary
As of 2025-06-30, Legacy Financial Strategies, LLC held 67,419.00 shares of iShares National Muni Bond ETF(MUB), totaling $7.04 Mil. This investment constitutes 1.38% of their stock portfolio, and Legacy Financial Strategies, LLC now holds 0.02% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2018Q2. And since then Legacy Financial Strategies, LLC has made 20 purchases of MUB, at an average price of $109.08, for a total of 114,645.00 shares. In addition, there have been 7 sales at an average price of $107.13 for 47,226.00 shares. Based on historical transaction data and MUB's current price of $103.25, Legacy Financial Strategies, LLC's estimated gain on his MUB holdings is $-484,966.51, reflecting a -3.88% gain to date.
Legacy Financial Strategies, LLC MUB ($103.25) Holding Chart
Legacy Financial Strategies, LLC MUB ($103.25) 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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