Number of Shares
103,671.00
Current Holdings Value*
$10.83 Mil
% of Portfolio
1.75%
Total Estimate Gain
$-729,084.75
% of Total Estimate Gain
-2.28%

Thrive Wealth Management, LLC's iShares National Muni Bond ETF Holding Summary

As of 2025-06-30, Thrive Wealth Management, LLC held 103,671.00 shares of iShares National Muni Bond ETF(MUB), totaling $10.83 Mil. This investment constitutes 1.75% of their stock portfolio, and Thrive Wealth Management, LLC now holds 0.03% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2021Q4. And since then Thrive Wealth Management, LLC has made 9 purchases of MUB, at an average price of $107.83, for a total of 297,095.00 shares. In addition, there have been 4 sales at an average price of $106.14 for 193,424.00 shares. Based on historical transaction data and MUB's current price of $103.95, Thrive Wealth Management, LLC's estimated gain on his MUB holdings is $-729,084.75, reflecting a -2.28% gain to date.

Thrive Wealth Management, LLC MUB ($103.95) Holding Chart

Thrive Wealth Management, LLC MUB ($103.95) 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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