Number of Shares
41,251.00
Current Holdings Value*
$4.35 Mil
% of Portfolio
2.3%
Total Estimate Gain
$-116,836.47
% of Total Estimate Gain
-2.23%

RCS Financial Planning, LLC's iShares National Muni Bond ETF Holding Summary

As of 2025-03-31, RCS Financial Planning, LLC held 41,251.00 shares of iShares National Muni Bond ETF(MUB), totaling $4.35 Mil. This investment constitutes 2.3% of their stock portfolio, and RCS Financial Planning, LLC now holds 0.01% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2022Q4. And since then RCS Financial Planning, LLC has made 6 purchases of MUB, at an average price of $106.06, for a total of 49,431.00 shares. In addition, there have been 3 sales at an average price of $106.01 for 8,180.00 shares. Based on historical transaction data and MUB's current price of $103.24, RCS Financial Planning, LLC's estimated gain on his MUB holdings is $-116,836.47, reflecting a -2.23% gain to date.

RCS Financial Planning, LLC MUB ($103.24) Holding Chart

RCS Financial Planning, 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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