Number of Shares
14,918.00
Current Holdings Value*
$1.59 Mil
% of Portfolio
0.9%
Total Estimate Gain
$40,142.69
% of Total Estimate Gain
1.46%

Main Line Retirement Advisors, LLC's iShares Short-Term National Muni Bond ETF Holding Summary

As of 2025-06-30, Main Line Retirement Advisors, LLC held 14,918.00 shares of iShares Short-Term National Muni Bond ETF(SUB), totaling $1.59 Mil. This investment constitutes 0.9% of their stock portfolio, and Main Line Retirement Advisors, LLC now holds 0.02% of the outstanding iShares Short-Term National Muni Bond ETF(SUB) stock.

The initial trade took place in 2023Q2. And since then Main Line Retirement Advisors, LLC has made 4 purchases of SUB, at an average price of $104.21, for a total of 26,394.00 shares. In addition, there have been 3 sales at an average price of $104.79 for 11,476.00 shares. Based on historical transaction data and SUB's current price of $106.46, Main Line Retirement Advisors, LLC's estimated gain on his SUB holdings is $40,142.69, reflecting a 1.46% gain to date.

Main Line Retirement Advisors, LLC SUB ($106.46) Holding Chart

Main Line Retirement Advisors, LLC SUB ($106.46) 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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