Trinity Wealth Management, LLC MUB Holdings History
Trinity Wealth Management, LLC's iShares National Muni Bond ETF Holding Summary
As of 2025-06-30, Trinity Wealth Management, LLC held 29,577.00 shares of iShares National Muni Bond ETF(MUB), totaling $3.09 Mil. This investment constitutes 1.23% of their stock portfolio, and Trinity Wealth Management, LLC now holds 0.01% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2021Q2. And since then Trinity Wealth Management, LLC has made 12 purchases of MUB, at an average price of $106.48, for a total of 72,544.00 shares. In addition, there have been 3 sales at an average price of $105.25 for 42,967.00 shares. Based on historical transaction data and MUB's current price of $103.24, Trinity Wealth Management, LLC's estimated gain on his MUB holdings is $-148,985.57, reflecting a -1.93% gain to date.
Trinity Wealth Management, LLC MUB ($103.24) Holding Chart
Trinity Wealth Management, LLC MUB ($103.24) 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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