Number of Shares
80,325.00
Current Holdings Value*
$8.47 Mil
% of Portfolio
2.24%
Total Estimate Gain
$-206,182.90
% of Total Estimate Gain
-2.04%

Wealth Advisory Solutions, LLC's iShares National Muni Bond ETF Holding Summary

As of 2025-03-31, Wealth Advisory Solutions, LLC held 80,325.00 shares of iShares National Muni Bond ETF(MUB), totaling $8.47 Mil. This investment constitutes 2.24% of their stock portfolio, and Wealth Advisory Solutions, LLC now holds 0.02% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2019Q4. And since then Wealth Advisory Solutions, LLC has made 3 purchases of MUB, at an average price of $107.65, for a total of 93,675.00 shares. In addition, there have been 3 sales at an average price of $114.50 for 13,350.00 shares. Based on historical transaction data and MUB's current price of $103.95, Wealth Advisory Solutions, LLC's estimated gain on his MUB holdings is $-206,182.90, reflecting a -2.04% gain to date.

Wealth Advisory Solutions, LLC MUB ($103.95) Holding Chart

Wealth Advisory Solutions, LLC MUB ($103.95) 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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