MOTIVE WEALTH ADVISORS MUB Holdings History
MOTIVE WEALTH ADVISORS's iShares National Muni Bond ETF Holding Summary
As of 2025-06-30, MOTIVE WEALTH ADVISORS held 36,617.00 shares of iShares National Muni Bond ETF(MUB), totaling $3.83 Mil. This investment constitutes 1.74% of their stock portfolio, and MOTIVE WEALTH ADVISORS now holds 0.01% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2021Q2. And since then MOTIVE WEALTH ADVISORS has made 6 purchases of MUB, at an average price of $112.98, for a total of 114,179.00 shares. In addition, there have been 9 sales at an average price of $108.23 for 77,562.00 shares. Based on historical transaction data and MUB's current price of $103.41, MOTIVE WEALTH ADVISORS's estimated gain on his MUB holdings is $-718,951.78, reflecting a -5.57% gain to date.
MOTIVE WEALTH ADVISORS MUB ($103.41) Holding Chart
MOTIVE WEALTH ADVISORS MUB ($103.41) 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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