Pines Wealth Management, LLC MUB Holdings History
Number of Shares
72,151.00
Current Holdings Value*
$7.52 Mil
% of Portfolio
2.66%
Total Estimate Gain
$-286,927.07
% of Total Estimate Gain
-3.71%
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 $103.24, Pines Wealth Management, LLC's estimated gain on his MUB holdings is $-286,927.07, reflecting a -3.71% gain to date.
Pines Wealth Management, LLC MUB ($103.24) Holding Chart
Pines Wealth Management, 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 % |
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