Number of Shares
31,945.00
Current Holdings Value*
$3.40 Mil
% of Portfolio
4.17%
Total Estimate Gain
$-404,680.77
% of Total Estimate Gain
-8.27%

Vericrest Private Wealth's iShares National Muni Bond ETF Holding Summary

As of 2022-06-30, Vericrest Private Wealth held 31,945.00 shares of iShares National Muni Bond ETF(MUB), totaling $3.40 Mil. This investment constitutes 4.17% of their stock portfolio, and Vericrest Private Wealth now holds 0.01% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2021Q4. In addition, there have been 2 sales at an average price of $111.57 for 10,381.00 shares. Based on historical transaction data and MUB's current price of $104.32, Vericrest Private Wealth's estimated gain on his MUB holdings is $-404,680.77, reflecting a -8.27% gain to date.

Vericrest Private Wealth MUB ($104.32) Holding Chart

Vericrest Private Wealth MUB ($104.32) 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 %

Top Ranked Articles

  • 1