Safir Wealth Advisors, LLC MUB Holdings History
Safir Wealth Advisors, LLC's iShares National Muni Bond ETF Holding Summary
As of 2025-03-31, Safir Wealth Advisors, LLC held 26,469.00 shares of iShares National Muni Bond ETF(MUB), totaling $2.79 Mil. This investment constitutes 2.21% of their stock portfolio, and Safir Wealth Advisors, LLC now holds 0.01% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2020Q4. And since then Safir Wealth Advisors, LLC has made 11 purchases of MUB, at an average price of $111.84, for a total of 41,502.00 shares. In addition, there have been 5 sales at an average price of $104.84 for 15,033.00 shares. Based on historical transaction data and MUB's current price of $103.24, Safir Wealth Advisors, LLC's estimated gain on his MUB holdings is $-332,935.50, reflecting a -7.17% gain to date.
Safir Wealth Advisors, LLC MUB ($103.24) Holding Chart
Safir Wealth Advisors, 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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