Bordeaux Wealth Advisors LLC Ishares National Muni Bond ETF Transaction History
Bordeaux Wealth Advisors LLC
- $777 Million
- Q2 2025
A detailed history of Bordeaux Wealth Advisors LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 9,127 shares of MUB stock, worth $976,315. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,127
Previous 9,466
3.58%
Holding current value
$976,315
Previous $998,000
4.51%
% of portfolio
0.12%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding MUB
# of Institutions
1,787Shares Held
308MCall Options Held
4.99MPut Options Held
3.46M-
Bank Of America Corp Charlotte, NC33.6MShares$3.59 Billion0.25% of portfolio
-
Betterment LLC New York, NY17.3MShares$1.86 Billion3.65% of portfolio
-
Envestnet Asset Management Inc14.3MShares$1.53 Billion0.47% of portfolio
-
Creative Planning Overland Park, KS13.2MShares$1.41 Billion1.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.5MShares$1.12 Billion0.35% of portfolio