Beaumont Financial Advisors, LLC Ishares National Muni Bond ETF Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 22,515 shares of MUB stock, worth $2.4 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

22,515

Previous 21,090 6.76%

Holding current value

$2.4 Million

Previous $2.29 Million 4.67%

% of portfolio

0.21%

Previous 0.21%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$105.78 - $108.7 $150,736 - $154,897	1,425 Added 6.76%	22,515 $2.4 Million
Q3 2024 Oct 09, 2024	SELL	$106.13 - $108.7 $174,053 - $178,268	-1,640 Reduced 7.22%	21,090 $2.29 Million
Q2 2024 Jul 24, 2024	BUY	$105.37 - $107.16 $856,341 - $870,889	8,127 Added 55.65%	22,730 $2.42 Million
Q1 2024 May 10, 2024	BUY	$107.41 - $108.76 $273,465 - $276,902	2,546 Added 21.12%	14,603 $1.57 Million
Q4 2023 Jan 31, 2024	SELL	$100.97 - $108.77 $560,989 - $604,326	-5,556 Reduced 31.54%	12,057 $1.31 Million
Q3 2023 Nov 01, 2023	SELL	$102.54 - $107.39 $26,147 - $27,384	-255 Reduced 1.43%	17,613 $1.81 Million
Q2 2023 Aug 02, 2023	SELL	$105.16 - $108.58 $50,161 - $51,792	-477 Reduced 2.6%	17,868 $1.91 Million
Q1 2023 May 08, 2023	SELL	$104.99 - $108.49 $25,302 - $26,146	-241 Reduced 1.3%	18,345 $1.98 Million
Q4 2022 Jan 25, 2023	BUY	$101.51 - $106.72 $1.89 Million - $1.98 Million	18,586 New	18,586 $0

Others Institutions Holding MUB

# of Institutions

1,659

Shares Held

321M

Call Options Held

697K

Put Options Held

1.36M

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
Sector ETFs
Industry ETFs

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Beaumont Financial Advisors, LLC Ishares National Muni Bond ETF Transaction History