Number of Shares
91,332.00
Current Holdings Value*
$9.63 Mil
% of Portfolio
4.59%
Total Estimate Gain
$2.49 Mil
% of Total Estimate Gain
0.35%

Weitzel Financial Services, Inc.'s iShares National Muni Bond ETF Holding Summary

As of 2025-03-31, Weitzel Financial Services, Inc. held 91,332.00 shares of iShares National Muni Bond ETF(MUB), totaling $9.63 Mil. This investment constitutes 4.59% of their stock portfolio, and Weitzel Financial Services, Inc. now holds 0.02% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2020Q4. And since then Weitzel Financial Services, Inc. has made 12 purchases of MUB, at an average price of $116.45, for a total of 6.05 Mil shares. In addition, there have been 4 sales at an average price of $117.05 for 5.96 Mil shares. Based on historical transaction data and MUB's current price of $104.26, Weitzel Financial Services, Inc.'s estimated gain on his MUB holdings is $2.49 Mil, reflecting a 0.35% gain to date.

Weitzel Financial Services, Inc. MUB ($104.26) Holding Chart

Weitzel Financial Services, Inc. MUB ($104.26) 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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