Paracle Advisors, LLC MUB Holdings History

Number of Shares
133,430.00
Current Holdings Value*
$15.48 Mil
% of Portfolio
3.26%
Total Estimate Gain
$-93,153.25
% of Total Estimate Gain
-0.36%

Paracle Advisors, LLC's iShares National Muni Bond ETF Holding Summary

As of 2021-03-31, Paracle Advisors, LLC held 133,430.00 shares of iShares National Muni Bond ETF(MUB), totaling $15.48 Mil. This investment constitutes 3.26% of their stock portfolio, and Paracle Advisors, LLC now holds 0.06% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2018Q2. And since then Paracle Advisors, LLC has made 3 purchases of MUB, at an average price of $107.83, for a total of 237,407.00 shares. In addition, there have been 9 sales at an average price of $112.83 for 103,977.00 shares. Based on historical transaction data and MUB's current price of $103.24, Paracle Advisors, LLC's estimated gain on his MUB holdings is $-93,153.25, reflecting a -0.36% gain to date.

Paracle Advisors, LLC MUB ($103.24) Holding Chart

Paracle Advisors, 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 %

Top Ranked Articles

  • 1