Number of Shares
16,126.00
Current Holdings Value*
$1.70 Mil
% of Portfolio
0.69%
Total Estimate Gain
$-173,696.36
% of Total Estimate Gain
-1.91%

RESTON WEALTH MANAGEMENT LLC's iShares National Muni Bond ETF Holding Summary

As of 2025-03-31, RESTON WEALTH MANAGEMENT LLC held 16,126.00 shares of iShares National Muni Bond ETF(MUB), totaling $1.70 Mil. This investment constitutes 0.69% of their stock portfolio, and RESTON WEALTH MANAGEMENT LLC now holds 0% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2024Q1. And since then RESTON WEALTH MANAGEMENT LLC has made 4 purchases of MUB, at an average price of $107.86, for a total of 84,391.00 shares. In addition, there have been 1 sales at an average price of $106.35 for 68,265.00 shares. Based on historical transaction data and MUB's current price of $103.49, RESTON WEALTH MANAGEMENT LLC's estimated gain on his MUB holdings is $-173,696.36, reflecting a -1.91% gain to date.

RESTON WEALTH MANAGEMENT LLC MUB ($103.49) Holding Chart

RESTON WEALTH MANAGEMENT LLC MUB ($103.49) 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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