Number of Shares
44,488.00
Current Holdings Value*
$4.70 Mil
% of Portfolio
2.62%
Total Estimate Gain
$3,854.65
% of Total Estimate Gain
0.05%

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

As of 2025-03-31, Lindenwold Advisors, INC held 44,488.00 shares of iShares Short-Term National Muni Bond ETF(SUB), totaling $4.70 Mil. This investment constitutes 2.62% of their stock portfolio, and Lindenwold Advisors, INC now holds 0.05% of the outstanding iShares Short-Term National Muni Bond ETF(SUB) stock.

The initial trade took place in 2021Q4. And since then Lindenwold Advisors, INC has made 7 purchases of SUB, at an average price of $105.68, for a total of 78,694.00 shares. In addition, there have been 6 sales at an average price of $104.82 for 34,206.00 shares. Based on historical transaction data and SUB's current price of $106.42, Lindenwold Advisors, INC's estimated gain on his SUB holdings is $3,854.65, reflecting a 0.05% gain to date.

Lindenwold Advisors, INC SUB ($106.42) Holding Chart

Lindenwold Advisors, INC SUB ($106.42) 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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