Smith & Howard Wealth Management, LLC SUB Holdings History
Smith & Howard Wealth Management, LLC's iShares Short-Term National Muni Bond ETF Holding Summary
As of 2025-06-30, Smith & Howard Wealth Management, LLC held 22,850.00 shares of iShares Short-Term National Muni Bond ETF(SUB), totaling $2.43 Mil. This investment constitutes 0.62% of their stock portfolio, and Smith & Howard Wealth Management, LLC now holds 0.02% of the outstanding iShares Short-Term National Muni Bond ETF(SUB) stock.
The initial trade took place in 2014Q1. And since then Smith & Howard Wealth Management, LLC has made 5 purchases of SUB, at an average price of $104.77, for a total of 118,704.00 shares. In addition, there have been 11 sales at an average price of $104.39 for 95,854.00 shares. Based on historical transaction data and SUB's current price of $106.43, Smith & Howard Wealth Management, LLC's estimated gain on his SUB holdings is $1,078.59, reflecting a 0.01% gain to date.
Smith & Howard Wealth Management, LLC SUB ($106.43) Holding Chart
Smith & Howard Wealth Management, 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 % | |||
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