RMR Wealth Builders MUB Holdings History

Number of Shares
162,281.00
Current Holdings Value*
$17.11 Mil
% of Portfolio
1.8%
Total Estimate Gain
$-862,325.63
% of Total Estimate Gain
-3.69%

RMR Wealth Builders's iShares National Muni Bond ETF Holding Summary

As of 2025-03-31, RMR Wealth Builders held 162,281.00 shares of iShares National Muni Bond ETF(MUB), totaling $17.11 Mil. This investment constitutes 1.8% of their stock portfolio, and RMR Wealth Builders now holds 0.04% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2019Q4. And since then RMR Wealth Builders has made 14 purchases of MUB, at an average price of $109.09, for a total of 214,204.00 shares. In addition, there have been 7 sales at an average price of $107.55 for 51,923.00 shares. Based on historical transaction data and MUB's current price of $104.27, RMR Wealth Builders's estimated gain on his MUB holdings is $-862,325.63, reflecting a -3.69% gain to date.

RMR Wealth Builders MUB ($104.27) Holding Chart

RMR Wealth Builders 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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