OXFORD FINANCIAL GROUP, LTD. LLC MUB Holdings History
OXFORD FINANCIAL GROUP, LTD. LLC's iShares National Muni Bond ETF Holding Summary
As of 2025-03-31, OXFORD FINANCIAL GROUP, LTD. LLC held 958,617.00 shares of iShares National Muni Bond ETF(MUB), totaling $101.08 Mil. This investment constitutes 7.09% of their stock portfolio, and OXFORD FINANCIAL GROUP, LTD. LLC now holds 0.26% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2018Q2. And since then OXFORD FINANCIAL GROUP, LTD. LLC has made 9 purchases of MUB, at an average price of $104.10, for a total of 1.05 Mil shares. In addition, there have been 10 sales at an average price of $108.00 for 91,715.00 shares. Based on historical transaction data and MUB's current price of $103.24, OXFORD FINANCIAL GROUP, LTD. LLC's estimated gain on his MUB holdings is $-470,950.12, reflecting a -0.43% gain to date.
OXFORD FINANCIAL GROUP, LTD. LLC MUB ($103.24) Holding Chart
OXFORD FINANCIAL GROUP, LTD. LLC 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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