One Wealth Advisors, LLC MUB Holdings History
One Wealth Advisors, LLC's iShares National Muni Bond ETF Holding Summary
As of 2025-03-31, One Wealth Advisors, LLC held 144,024.00 shares of iShares National Muni Bond ETF(MUB), totaling $15.19 Mil. This investment constitutes 2.27% of their stock portfolio, and One Wealth Advisors, LLC now holds 0.04% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2018Q2. And since then One Wealth Advisors, LLC has made 13 purchases of MUB, at an average price of $108.44, for a total of 478,431.00 shares. In addition, there have been 9 sales at an average price of $105.79 for 334,407.00 shares. Based on historical transaction data and MUB's current price of $103.65, One Wealth Advisors, LLC's estimated gain on his MUB holdings is $-1.58 Mil, reflecting a -3.04% gain to date.
One Wealth Advisors, LLC MUB ($103.65) Holding Chart
One Wealth Advisors, LLC MUB ($103.65) 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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