Patten Group, Inc. SUB Holdings History

Number of Shares
50,873.00
Current Holdings Value*
$5.37 Mil
% of Portfolio
1.23%
Total Estimate Gain
$-11,715.15
% of Total Estimate Gain
-0.19%

Patten Group, Inc.'s iShares Short-Term National Muni Bond ETF Holding Summary

As of 2025-03-31, Patten Group, Inc. held 50,873.00 shares of iShares Short-Term National Muni Bond ETF(SUB), totaling $5.37 Mil. This investment constitutes 1.23% of their stock portfolio, and Patten Group, Inc. now holds 0.06% of the outstanding iShares Short-Term National Muni Bond ETF(SUB) stock.

The initial trade took place in 2015Q1. And since then Patten Group, Inc. has made 12 purchases of SUB, at an average price of $106.24, for a total of 57,607.00 shares. In addition, there have been 8 sales at an average price of $104.62 for 6,734.00 shares. Based on historical transaction data and SUB's current price of $106.23, Patten Group, Inc.'s estimated gain on his SUB holdings is $-11,715.15, reflecting a -0.19% gain to date.

Patten Group, Inc. SUB ($106.23) Holding Chart

Patten Group, Inc. SUB ($106.23) 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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