Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-161,022.86
% of Total Estimate Gain
-0.80%

Trinity Financial Advisors LLC's iShares National Muni Bond ETF Holding Summary

As of 2025-06-30, Trinity Financial Advisors LLC held - shares of iShares National Muni Bond ETF(MUB), totaling N/A. This investment constitutes 0% of their stock portfolio, and Trinity Financial Advisors LLC now holds 0% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2022Q2. And since then Trinity Financial Advisors LLC has made 3 purchases of MUB, at an average price of $106.41, for a total of 190,153.00 shares. In addition, there have been 4 sales at an average price of $105.56 for 190,153.00 shares. Based on historical transaction data and MUB's current price of $103.49, Trinity Financial Advisors LLC's estimated gain on his MUB holdings is $-161,022.86, reflecting a -0.80% gain to date.

Trinity Financial Advisors LLC MUB ($103.49) Holding Chart

Trinity Financial Advisors LLC MUB ($103.49) 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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