Sincerus Advisory, LLC MUB Holdings History
Number of Shares
35,447.00
Current Holdings Value*
$3.74 Mil
% of Portfolio
3.94%
Total Estimate Gain
$-118,521.31
% of Total Estimate Gain
-3.12%
Sincerus Advisory, LLC's iShares National Muni Bond ETF Holding Summary
As of 2025-03-31, Sincerus Advisory, LLC held 35,447.00 shares of iShares National Muni Bond ETF(MUB), totaling $3.74 Mil. This investment constitutes 3.94% of their stock portfolio, and Sincerus Advisory, LLC now holds 0.01% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2024Q4. And since then Sincerus Advisory, LLC has made 1 purchases of MUB, at an average price of $107.16, for a total of 35,447.00 shares. Based on historical transaction data and MUB's current price of $103.82, Sincerus Advisory, LLC's estimated gain on his MUB holdings is $-118,521.31, reflecting a -3.12% gain to date.
Sincerus Advisory, LLC MUB ($103.82) Holding Chart
Sincerus Advisory, LLC MUB ($103.82) 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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