Number of Shares
94,125.00
Current Holdings Value*
$9.92 Mil
% of Portfolio
5.53%
Total Estimate Gain
$-295,056.50
% of Total Estimate Gain
-2.41%

Lindenwold Advisors, INC's iShares National Muni Bond ETF Holding Summary

As of 2025-03-31, Lindenwold Advisors, INC held 94,125.00 shares of iShares National Muni Bond ETF(MUB), totaling $9.92 Mil. This investment constitutes 5.53% of their stock portfolio, and Lindenwold Advisors, INC now holds 0.03% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2021Q4. And since then Lindenwold Advisors, INC has made 11 purchases of MUB, at an average price of $107.39, for a total of 114,124.00 shares. In addition, there have been 2 sales at an average price of $107.36 for 19,999.00 shares. Based on historical transaction data and MUB's current price of $104.26, Lindenwold Advisors, INC's estimated gain on his MUB holdings is $-295,056.50, reflecting a -2.41% gain to date.

Lindenwold Advisors, INC MUB ($104.26) Holding Chart

Lindenwold Advisors, INC MUB ($104.26) 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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