Life Planning Partners, Inc SUB Holdings History
Life Planning Partners, Inc's iShares Short-Term National Muni Bond ETF Holding Summary
As of 2025-03-31, Life Planning Partners, Inc held 55,833.00 shares of iShares Short-Term National Muni Bond ETF(SUB), totaling $5.90 Mil. This investment constitutes 5.34% of their stock portfolio, and Life Planning Partners, Inc now holds 0.07% of the outstanding iShares Short-Term National Muni Bond ETF(SUB) stock.
The initial trade took place in 2021Q4. And since then Life Planning Partners, Inc has made 4 purchases of SUB, at an average price of $106.35, for a total of 80,292.00 shares. In addition, there have been 5 sales at an average price of $104.89 for 24,459.00 shares. Based on historical transaction data and SUB's current price of $106.45, Life Planning Partners, Inc's estimated gain on his SUB holdings is $-30,139.18, reflecting a -0.35% gain to date.
Life Planning Partners, Inc SUB ($106.45) Holding Chart
Life Planning Partners, Inc SUB ($106.45) 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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