Orgel Wealth Management, LLC MUB Holdings History
Orgel Wealth Management, LLC's iShares National Muni Bond ETF Holding Summary
As of 2025-06-30, Orgel Wealth Management, LLC held 2.55 Mil shares of iShares National Muni Bond ETF(MUB), totaling $265.93 Mil. This investment constitutes 6.41% of their stock portfolio, and Orgel Wealth Management, LLC now holds 0.69% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2018Q2. And since then Orgel Wealth Management, LLC has made 7 purchases of MUB, at an average price of $105.36, for a total of 5.36 Mil shares. In addition, there have been 22 sales at an average price of $108.27 for 2.81 Mil shares. Based on historical transaction data and MUB's current price of $103.62, Orgel Wealth Management, LLC's estimated gain on his MUB holdings is $3.77 Mil, reflecting a 0.67% gain to date.
Orgel Wealth Management, LLC MUB ($103.62) Holding Chart
Orgel Wealth Management, LLC MUB ($103.62) 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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