Number of Shares
181,018.00
Current Holdings Value*
$19.09 Mil
% of Portfolio
4.11%
Total Estimate Gain
$-654,407.30
% of Total Estimate Gain
-2.57%

McNamara Financial Services, Inc.'s iShares National Muni Bond ETF Holding Summary

As of 2025-03-31, McNamara Financial Services, Inc. held 181,018.00 shares of iShares National Muni Bond ETF(MUB), totaling $19.09 Mil. This investment constitutes 4.11% of their stock portfolio, and McNamara Financial Services, Inc. now holds 0.05% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2019Q1. And since then McNamara Financial Services, Inc. has made 20 purchases of MUB, at an average price of $107.17, for a total of 237,158.00 shares. In addition, there have been 4 sales at an average price of $107.24 for 56,140.00 shares. Based on historical transaction data and MUB's current price of $103.54, McNamara Financial Services, Inc.'s estimated gain on his MUB holdings is $-654,407.30, reflecting a -2.57% gain to date.

McNamara Financial Services, Inc. MUB ($103.54) Holding Chart

McNamara Financial Services, Inc. MUB ($103.54) 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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