REGIMEN WEALTH, LLC MUB Holdings History

Number of Shares
206,975.00
Current Holdings Value*
$21.82 Mil
% of Portfolio
7.02%
Total Estimate Gain
$-471,401.04
% of Total Estimate Gain
-2.14%

REGIMEN WEALTH, LLC's iShares National Muni Bond ETF Holding Summary

As of 2025-03-31, REGIMEN WEALTH, LLC held 206,975.00 shares of iShares National Muni Bond ETF(MUB), totaling $21.82 Mil. This investment constitutes 7.02% of their stock portfolio, and REGIMEN WEALTH, LLC now holds 0.06% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2023Q1. And since then REGIMEN WEALTH, LLC has made 9 purchases of MUB, at an average price of $106.55, for a total of 206,975.00 shares. Based on historical transaction data and MUB's current price of $104.27, REGIMEN WEALTH, LLC's estimated gain on his MUB holdings is $-471,401.04, reflecting a -2.14% gain to date.

REGIMEN WEALTH, LLC MUB ($104.27) Holding Chart

REGIMEN WEALTH, LLC MUB ($104.27) 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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