Number of Shares
172,325.00
Current Holdings Value*
$18.17 Mil
% of Portfolio
15.38%
Total Estimate Gain
$-204,206.08
% of Total Estimate Gain
-1.10%

STAGE HARBOR FINANCIAL, LLC's iShares National Muni Bond ETF Holding Summary

As of 2025-03-31, STAGE HARBOR FINANCIAL, LLC held 172,325.00 shares of iShares National Muni Bond ETF(MUB), totaling $18.17 Mil. This investment constitutes 15.38% of their stock portfolio, and STAGE HARBOR FINANCIAL, LLC now holds 0.05% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $106.75 for 5,756.00 shares. Based on historical transaction data and MUB's current price of $103.24, STAGE HARBOR FINANCIAL, LLC's estimated gain on his MUB holdings is $-204,206.08, reflecting a -1.10% gain to date.

STAGE HARBOR FINANCIAL, LLC MUB ($103.24) Holding Chart

STAGE HARBOR FINANCIAL, 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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