WealthStone, Inc. MUB Holdings History
WealthStone, Inc.'s iShares National Muni Bond ETF Holding Summary
As of 2021-03-31, WealthStone, Inc. held 320,719.00 shares of iShares National Muni Bond ETF(MUB), totaling $37.22 Mil. This investment constitutes 13.58% of their stock portfolio, and WealthStone, Inc. now holds 0.14% of the outstanding iShares National Muni Bond ETF(MUB) stock.
The initial trade took place in 2019Q2. And since then WealthStone, Inc. has made 6 purchases of MUB, at an average price of $113.89, for a total of 330,616.00 shares. In addition, there have been 1 sales at an average price of $113.91 for 9,897.00 shares. Based on historical transaction data and MUB's current price of $103.24, WealthStone, Inc.'s estimated gain on his MUB holdings is $-3.41 Mil, reflecting a -9.07% gain to date.
WealthStone, Inc. MUB ($103.24) Holding Chart
WealthStone, Inc. 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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