Number of Shares
5,754.00
Current Holdings Value*
$607,620.00
% of Portfolio
0.6%
Total Estimate Gain
$4,249.94
% of Total Estimate Gain
0.39%

Shade Tree Advisors LLC's iShares Short-Term National Muni Bond ETF Holding Summary

As of 2025-03-31, Shade Tree Advisors LLC held 5,754.00 shares of iShares Short-Term National Muni Bond ETF(SUB), totaling $607,620.00. This investment constitutes 0.6% of their stock portfolio, and Shade Tree Advisors LLC now holds 0.01% of the outstanding iShares Short-Term National Muni Bond ETF(SUB) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $105.71 for 4,523.00 shares. Based on historical transaction data and SUB's current price of $106.27, Shade Tree Advisors LLC's estimated gain on his SUB holdings is $4,249.94, reflecting a 0.39% gain to date.

Shade Tree Advisors LLC SUB ($106.27) Holding Chart

Shade Tree Advisors LLC SUB ($106.27) 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