Life Planning Partners, Inc MUB Holdings History
Life Planning Partners, Inc's iShares National Muni Bond ETF Holding Summary
As of 2025-03-31, Life Planning Partners, Inc held 38,673.00 shares of iShares National Muni Bond ETF(MUB), totaling $4.08 Mil. This investment constitutes 3.69% of their stock portfolio, and Life Planning Partners, Inc now holds 0.01% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2021Q4. And since then Life Planning Partners, Inc has made 5 purchases of MUB, at an average price of $111.41, for a total of 41,848.00 shares. In addition, there have been 4 sales at an average price of $108.73 for 3,175.00 shares. Based on historical transaction data and MUB's current price of $104.32, Life Planning Partners, Inc's estimated gain on his MUB holdings is $-282,856.36, reflecting a -6.07% gain to date.
Life Planning Partners, Inc MUB ($104.32) Holding Chart
Life Planning Partners, Inc MUB ($104.32) 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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