Prosperity Planning, Inc. MUB Holdings History
Prosperity Planning, Inc.'s iShares National Muni Bond ETF Holding Summary
As of 2025-06-30, Prosperity Planning, Inc. held 22,978.00 shares of iShares National Muni Bond ETF(MUB), totaling $2.40 Mil. This investment constitutes 0.69% of their stock portfolio, and Prosperity Planning, Inc. now holds 0.01% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2020Q4. And since then Prosperity Planning, Inc. has made 13 purchases of MUB, at an average price of $114.37, for a total of 31,483.00 shares. In addition, there have been 2 sales at an average price of $104.77 for 8,505.00 shares. Based on historical transaction data and MUB's current price of $103.62, Prosperity Planning, Inc.'s estimated gain on his MUB holdings is $-328,777.65, reflecting a -9.13% gain to date.
Prosperity Planning, Inc. MUB ($103.62) Holding Chart
Prosperity Planning, Inc. MUB ($103.62) 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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