Ullmann Wealth Partners Group, LLC MUB Holdings History
Ullmann Wealth Partners Group, LLC's iShares National Muni Bond ETF Holding Summary
As of 2025-06-30, Ullmann Wealth Partners Group, LLC held 94,031.00 shares of iShares National Muni Bond ETF(MUB), totaling $9.82 Mil. This investment constitutes 1.16% of their stock portfolio, and Ullmann Wealth Partners Group, LLC now holds 0.03% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2021Q3. And since then Ullmann Wealth Partners Group, LLC has made 11 purchases of MUB, at an average price of $104.91, for a total of 101,851.00 shares. In addition, there have been 4 sales at an average price of $108.56 for 7,820.00 shares. Based on historical transaction data and MUB's current price of $103.24, Ullmann Wealth Partners Group, LLC's estimated gain on his MUB holdings is $-128,903.27, reflecting a -1.21% gain to date.
Ullmann Wealth Partners Group, LLC MUB ($103.24) Holding Chart
Ullmann Wealth Partners Group, 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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