Martel Wealth Advisors Inc MUB Holdings History
Martel Wealth Advisors Inc's iShares National Muni Bond ETF Holding Summary
As of 2025-06-30, Martel Wealth Advisors Inc held 92,157.00 shares of iShares National Muni Bond ETF(MUB), totaling $9.63 Mil. This investment constitutes 1.79% of their stock portfolio, and Martel Wealth Advisors Inc now holds 0.02% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2019Q4. And since then Martel Wealth Advisors Inc has made 10 purchases of MUB, at an average price of $111.26, for a total of 120,279.00 shares. In addition, there have been 3 sales at an average price of $109.95 for 28,122.00 shares. Based on historical transaction data and MUB's current price of $103.24, Martel Wealth Advisors Inc's estimated gain on his MUB holdings is $-776,118.71, reflecting a -5.80% gain to date.
Martel Wealth Advisors Inc MUB ($103.24) Holding Chart
Martel Wealth Advisors Inc MUB ($103.24) 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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