Number of Shares
18,843.00
Current Holdings Value*
$1.99 Mil
% of Portfolio
1.14%
Total Estimate Gain
$-3,803.26
% of Total Estimate Gain
-0.12%

McBroom & Associates, LLC's iShares Short-Term National Muni Bond ETF Holding Summary

As of 2025-03-31, McBroom & Associates, LLC held 18,843.00 shares of iShares Short-Term National Muni Bond ETF(SUB), totaling $1.99 Mil. This investment constitutes 1.14% of their stock portfolio, and McBroom & Associates, LLC now holds 0.02% of the outstanding iShares Short-Term National Muni Bond ETF(SUB) stock.

The initial trade took place in 2021Q4. And since then McBroom & Associates, LLC has made 6 purchases of SUB, at an average price of $105.73, for a total of 31,144.00 shares. In addition, there have been 8 sales at an average price of $104.23 for 12,301.00 shares. Based on historical transaction data and SUB's current price of $106.51, McBroom & Associates, LLC's estimated gain on his SUB holdings is $-3,803.26, reflecting a -0.12% gain to date.

McBroom & Associates, LLC SUB ($106.51) Holding Chart

McBroom & Associates, LLC SUB ($106.51) 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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