Number of Shares
109,919.00
Current Holdings Value*
$11.48 Mil
% of Portfolio
2.29%
Total Estimate Gain
$-621,119.74
% of Total Estimate Gain
-2.74%

Leonard Rickey Investment Advisors P.L.L.C.'s iShares National Muni Bond ETF Holding Summary

As of 2025-06-30, Leonard Rickey Investment Advisors P.L.L.C. held 109,919.00 shares of iShares National Muni Bond ETF(MUB), totaling $11.48 Mil. This investment constitutes 2.29% of their stock portfolio, and Leonard Rickey Investment Advisors P.L.L.C. now holds 0.03% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2018Q3. And since then Leonard Rickey Investment Advisors P.L.L.C. has made 18 purchases of MUB, at an average price of $107.06, for a total of 211,447.00 shares. In addition, there have been 11 sales at an average price of $104.75 for 101,528.00 shares. Based on historical transaction data and MUB's current price of $103.54, Leonard Rickey Investment Advisors P.L.L.C.'s estimated gain on his MUB holdings is $-621,119.74, reflecting a -2.74% gain to date.

Leonard Rickey Investment Advisors P.L.L.C. MUB ($103.54) Holding Chart

Leonard Rickey Investment Advisors P.L.L.C. 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 %

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