Aspireon Wealth Advisors Ishares National Muni Bond ETF Transaction History

Aspireon Wealth Advisors

$183 Million
Q1 2023

A detailed history of Aspireon Wealth Advisors transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Aspireon Wealth Advisors holds 8,663 shares of MUB stock, worth $920,790. This represents 0.51% of its overall portfolio holdings.

Number of Shares

8,663

Previous 14,384 39.77%

Holding current value

$920,790

Previous $1.56 Million 40.27%

% of portfolio

0.51%

Previous 0.8%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 22, 2023	SELL	$104.99 - $108.49 $600,647 - $620,671	-5,721 Reduced 39.77%	8,663 $933,000
Q4 2022 Feb 08, 2023	SELL	$101.51 - $106.72 $9,947 - $10,458	-98 Reduced 0.68%	14,384 $1.56 Million
Q3 2022 Nov 18, 2022	SELL	$102.55 - $108.59 $8.26 Million - $8.75 Million	-80,577 Reduced 84.77%	14,482 $1.49 Million
Q3 2022 Nov 15, 2022	BUY	$102.55 - $108.59 $8.04 Million - $8.51 Million	78,367 Added 469.49%	95,059 $6.64 Million
Q2 2022 Jul 29, 2022	SELL	$104.73 - $109.51 $176,470 - $184,524	-1,685 Reduced 9.17%	16,692 $1.78 Million
Q1 2022 May 11, 2022	BUY	$109.33 - $116.18 $310,825 - $330,299	2,843 Added 18.3%	18,377 $2.02 Million
Q4 2021 Feb 15, 2022	BUY	$115.39 - $116.62 $111,351 - $112,538	965 Added 6.62%	15,534 $1.79 Million
Q3 2021 Nov 15, 2021	SELL	$116.12 - $117.94 $49,118 - $49,888	-423 Reduced 2.82%	14,569 $1.69 Million
Q2 2021 Aug 16, 2021	BUY	$115.91 - $117.6 $230,892 - $234,259	1,992 Added 15.32%	14,992 $1.76 Million
Q1 2021 Apr 19, 2021	BUY	$115.3 - $117.87 $46,120 - $47,148	400 Added 3.17%	13,000 $1.5 Million
Q4 2020 Feb 23, 2021	BUY	$115.08 - $117.2 $1.45 Million - $1.48 Million	12,600 New	12,600 $1.48 Million

Others Institutions Holding MUB

# of Institutions

1,545

Shares Held

305M

Call Options Held

506K

Put Options Held

427K

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
Sector ETFs
Industry ETFs

More about MUB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aspireon Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Aspireon Wealth Advisors with notifications on news.

Account

Aspireon Wealth Advisors Ishares National Muni Bond ETF Transaction History