Physician Wealth Solutions Inc. MUB Holdings History
Physician Wealth Solutions Inc.'s iShares National Muni Bond ETF Holding Summary
As of 2025-06-30, Physician Wealth Solutions Inc. held 25,080.00 shares of iShares National Muni Bond ETF(MUB), totaling $2.62 Mil. This investment constitutes 1.22% of their stock portfolio, and Physician Wealth Solutions Inc. now holds 0.01% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2023Q4. And since then Physician Wealth Solutions Inc. has made 5 purchases of MUB, at an average price of $105.25, for a total of 37,376.00 shares. In addition, there have been 1 sales at an average price of $103.99 for 12,296.00 shares. Based on historical transaction data and MUB's current price of $103.24, Physician Wealth Solutions Inc.'s estimated gain on his MUB holdings is $-65,834.92, reflecting a -1.67% gain to date.
Physician Wealth Solutions Inc. MUB ($103.24) Holding Chart
Physician Wealth Solutions Inc. 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 % | |||
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