Number of Shares
2.68 Mil
Current Holdings Value*
$282.92 Mil
% of Portfolio
3.57%
Total Estimate Gain
$-6.71 Mil
% of Total Estimate Gain
-1.72%

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

As of 2025-03-31, RWA WEALTH PARTNERS, LLC held 2.68 Mil shares of iShares National Muni Bond ETF(MUB), totaling $282.92 Mil. This investment constitutes 3.57% of their stock portfolio, and RWA WEALTH PARTNERS, LLC now holds 0.72% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2018Q2. And since then RWA WEALTH PARTNERS, LLC has made 12 purchases of MUB, at an average price of $106.17, for a total of 3.67 Mil shares. In addition, there have been 12 sales at an average price of $107.34 for 983,153.00 shares. Based on historical transaction data and MUB's current price of $103.24, RWA WEALTH PARTNERS, LLC's estimated gain on his MUB holdings is $-6.71 Mil, reflecting a -1.72% gain to date.

RWA WEALTH PARTNERS, LLC MUB ($103.24) Holding Chart

RWA WEALTH PARTNERS, 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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