Tobias Financial Advisors, Inc. SUB Holdings History
Tobias Financial Advisors, Inc.'s iShares Short-Term National Muni Bond ETF Holding Summary
As of 2025-03-31, Tobias Financial Advisors, Inc. held 45,946.00 shares of iShares Short-Term National Muni Bond ETF(SUB), totaling $4.85 Mil. This investment constitutes 0.94% of their stock portfolio, and Tobias Financial Advisors, Inc. now holds 0.05% of the outstanding iShares Short-Term National Muni Bond ETF(SUB) stock.
The initial trade took place in 2022Q2. And since then Tobias Financial Advisors, Inc. has made 7 purchases of SUB, at an average price of $104.62, for a total of 105,716.00 shares. In addition, there have been 3 sales at an average price of $104.04 for 59,770.00 shares. Based on historical transaction data and SUB's current price of $106.46, Tobias Financial Advisors, Inc.'s estimated gain on his SUB holdings is $49,248.68, reflecting a 0.45% gain to date.
Tobias Financial Advisors, Inc. SUB ($106.46) Holding Chart
Tobias Financial Advisors, Inc. SUB ($106.46) 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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