Number of Shares
14,286.00
Current Holdings Value*
$1.49 Mil
% of Portfolio
0.78%
Total Estimate Gain
$-25,783.03
% of Total Estimate Gain
-1.68%

Midwest Financial Group LLC's iShares National Muni Bond ETF Holding Summary

As of 2025-06-30, Midwest Financial Group LLC held 14,286.00 shares of iShares National Muni Bond ETF(MUB), totaling $1.49 Mil. This investment constitutes 0.78% of their stock portfolio, and Midwest Financial Group LLC now holds 0% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2023Q1. And since then Midwest Financial Group LLC has made 6 purchases of MUB, at an average price of $105.37, for a total of 14,576.00 shares. In addition, there have been 3 sales at an average price of $106.74 for 290.00 shares. Based on historical transaction data and MUB's current price of $103.54, Midwest Financial Group LLC's estimated gain on his MUB holdings is $-25,783.03, reflecting a -1.68% gain to date.

Midwest Financial Group LLC MUB ($103.54) Holding Chart

Midwest Financial Group LLC 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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