Number of Shares
113,947.00
Current Holdings Value*
$11.73 Mil
% of Portfolio
5.53%
Total Estimate Gain
$-446,653.84
% of Total Estimate Gain
-3.27%

Orin Green Financial, LLC's iShares National Muni Bond ETF Holding Summary

As of 2025-03-31, Orin Green Financial, LLC held 113,947.00 shares of iShares National Muni Bond ETF(MUB), totaling $11.73 Mil. This investment constitutes 5.53% of their stock portfolio, and Orin Green Financial, LLC now holds 0.03% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2020Q4. And since then Orin Green Financial, LLC has made 12 purchases of MUB, at an average price of $107.39, for a total of 126,996.00 shares. In addition, there have been 5 sales at an average price of $107.13 for 13,049.00 shares. Based on historical transaction data and MUB's current price of $103.51, Orin Green Financial, LLC's estimated gain on his MUB holdings is $-446,653.84, reflecting a -3.27% gain to date.

Orin Green Financial, LLC MUB ($103.51) Holding Chart

Orin Green Financial, LLC MUB ($103.51) 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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