Number of Shares
5,407.00
Current Holdings Value*
$564,890.00
% of Portfolio
0.14%
Total Estimate Gain
$-60,736.41
% of Total Estimate Gain
-1.42%

Wiser Wealth Management, Inc's iShares National Muni Bond ETF Holding Summary

As of 2025-06-30, Wiser Wealth Management, Inc held 5,407.00 shares of iShares National Muni Bond ETF(MUB), totaling $564,890.00. This investment constitutes 0.14% of their stock portfolio, and Wiser Wealth Management, Inc now holds 0% of the outstanding iShares National Muni Bond ETF(MUB) stock.

The initial trade took place in 2020Q4. And since then Wiser Wealth Management, Inc has made 7 purchases of MUB, at an average price of $110.33, for a total of 38,854.00 shares. In addition, there have been 9 sales at an average price of $109.66 for 33,447.00 shares. Based on historical transaction data and MUB's current price of $103.24, Wiser Wealth Management, Inc's estimated gain on his MUB holdings is $-60,736.41, reflecting a -1.42% gain to date.

Wiser Wealth Management, Inc MUB ($103.24) Holding Chart

Wiser Wealth Management, 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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