Number of Shares
10,135.00
Current Holdings Value*
$1.08 Mil
% of Portfolio
0.27%
Total Estimate Gain
$9,186.54
% of Total Estimate Gain
0.86%

Stewardship Advisors, LLC's iShares Short-Term National Muni Bond ETF Holding Summary

As of 2025-06-30, Stewardship Advisors, LLC held 10,135.00 shares of iShares Short-Term National Muni Bond ETF(SUB), totaling $1.08 Mil. This investment constitutes 0.27% of their stock portfolio, and Stewardship Advisors, LLC now holds 0.01% of the outstanding iShares Short-Term National Muni Bond ETF(SUB) stock.

The initial trade took place in 2024Q3. And since then Stewardship Advisors, LLC has made 3 purchases of SUB, at an average price of $105.56, for a total of 10,154.00 shares. In addition, there have been 1 sales at an average price of $105.71 for 19.00 shares. Based on historical transaction data and SUB's current price of $106.47, Stewardship Advisors, LLC's estimated gain on his SUB holdings is $9,186.54, reflecting a 0.86% gain to date.

Stewardship Advisors, LLC SUB ($106.47) Holding Chart

Stewardship Advisors, LLC SUB ($106.47) 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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