SOFI WEALTH, LLC MUB Holdings History
SOFI WEALTH, LLC's iShares National Muni Bond ETF Holding Summary
As of 2025-03-31, SOFI WEALTH, LLC held 621,185.00 shares of iShares National Muni Bond ETF(MUB), totaling $65.50 Mil. This investment constitutes 4.92% of their stock portfolio, and SOFI WEALTH, LLC now holds 0.17% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2022Q1. And since then SOFI WEALTH, LLC has made 11 purchases of MUB, at an average price of $109.54, for a total of 621,427.00 shares. In addition, there have been 1 sales at an average price of $105.48 for 242.00 shares. Based on historical transaction data and MUB's current price of $103.24, SOFI WEALTH, LLC's estimated gain on his MUB holdings is $-3.92 Mil, reflecting a -5.75% gain to date.
SOFI WEALTH, LLC MUB ($103.24) Holding Chart
SOFI WEALTH, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
