RTD Financial Advisors, Inc. MUB Holdings History
RTD Financial Advisors, Inc.'s iShares National Muni Bond ETF Holding Summary
As of 2025-06-30, RTD Financial Advisors, Inc. held 183,363.00 shares of iShares National Muni Bond ETF(MUB), totaling $19.16 Mil. This investment constitutes 2.45% of their stock portfolio, and RTD Financial Advisors, Inc. now holds 0.05% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2021Q4. And since then RTD Financial Advisors, Inc. has made 10 purchases of MUB, at an average price of $110.89, for a total of 498,528.00 shares. In addition, there have been 4 sales at an average price of $106.11 for 315,165.00 shares. Based on historical transaction data and MUB's current price of $103.24, RTD Financial Advisors, Inc.'s estimated gain on his MUB holdings is $-2.91 Mil, reflecting a -5.26% gain to date.
RTD Financial Advisors, Inc. MUB ($103.24) Holding Chart
RTD Financial Advisors, Inc. 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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