Shade Tree Advisors LLC SUB Holdings History
Number of Shares
5,754.00
Current Holdings Value*
$607,620.00
% of Portfolio
0.6%
Total Estimate Gain
$4,595.18
% of Total Estimate Gain
0.42%
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 $106.33, Shade Tree Advisors LLC's estimated gain on his SUB holdings is $4,595.18, reflecting a 0.42% gain to date.
Shade Tree Advisors LLC SUB ($106.33) Holding Chart
Shade Tree Advisors LLC SUB ($106.33) 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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