Number of Shares
53,703.00
Current Holdings Value*
$5.61 Mil
% of Portfolio
1.79%
Total Estimate Gain
$-61,460.17
% of Total Estimate Gain
-0.52%

Seaside Wealth Management, Inc.'s iShares National Muni Bond ETF Holding Summary

As of 2025-06-30, Seaside Wealth Management, Inc. held 53,703.00 shares of iShares National Muni Bond ETF(MUB), totaling $5.61 Mil. This investment constitutes 1.79% of their stock portfolio, and Seaside Wealth Management, Inc. now holds 0.01% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2022Q2. And since then Seaside Wealth Management, Inc. has made 8 purchases of MUB, at an average price of $105.41, for a total of 111,248.00 shares. In addition, there have been 4 sales at an average price of $106.09 for 57,545.00 shares. Based on historical transaction data and MUB's current price of $103.54, Seaside Wealth Management, Inc.'s estimated gain on his MUB holdings is $-61,460.17, reflecting a -0.52% gain to date.

Seaside Wealth Management, Inc. MUB ($103.54) Holding Chart

Seaside Wealth Management, Inc. MUB ($103.54) 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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