Number of Shares
72,151.00
Current Holdings Value*
$7.52 Mil
% of Portfolio
2.66%
Total Estimate Gain
$-257,345.16
% of Total Estimate Gain
-3.33%

Pines Wealth Management, LLC's iShares National Muni Bond ETF Holding Summary

As of 2025-06-30, Pines Wealth Management, LLC held 72,151.00 shares of iShares National Muni Bond ETF(MUB), totaling $7.52 Mil. This investment constitutes 2.66% of their stock portfolio, and Pines Wealth Management, LLC now holds 0.02% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2024Q4. And since then Pines Wealth Management, LLC has made 2 purchases of MUB, at an average price of $107.22, for a total of 72,151.00 shares. Based on historical transaction data and MUB's current price of $103.65, Pines Wealth Management, LLC's estimated gain on his MUB holdings is $-257,345.16, reflecting a -3.33% gain to date.

Pines Wealth Management, LLC MUB ($103.65) Holding Chart

Pines Wealth Management, LLC MUB ($103.65) 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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