Safir Wealth Advisors, LLC SUB Holdings History
Safir Wealth Advisors, LLC's iShares Short-Term National Muni Bond ETF Holding Summary
As of 2025-03-31, Safir Wealth Advisors, LLC held 26,824.00 shares of iShares Short-Term National Muni Bond ETF(SUB), totaling $2.83 Mil. This investment constitutes 2.25% of their stock portfolio, and Safir Wealth Advisors, LLC now holds 0.03% of the outstanding iShares Short-Term National Muni Bond ETF(SUB) stock.
The initial trade took place in 2020Q4. And since then Safir Wealth Advisors, LLC has made 12 purchases of SUB, at an average price of $106.43, for a total of 41,893.00 shares. In addition, there have been 4 sales at an average price of $103.64 for 15,069.00 shares. Based on historical transaction data and SUB's current price of $106.43, Safir Wealth Advisors, LLC's estimated gain on his SUB holdings is $-41,987.81, reflecting a -0.94% gain to date.
Safir Wealth Advisors, LLC SUB ($106.43) Holding Chart
Safir Wealth Advisors, LLC SUB ($106.43) 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
