A detailed history of Brewster Financial Planning LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Brewster Financial Planning LLC holds 21,247 shares of SUB stock, worth $2.26 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares
21,247
Previous 15,596 36.23%
Holding current value
$2.26 Million
Previous $1.66 Million 36.79%
% of portfolio
1.43%
Previous 1.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025

BUY
$106.17 - $107.3 $599,966 - $606,352
5,651 Added 36.23%
21,247 $2.27 Million
Q2 2025

Jul 15, 2025

BUY
$104.77 - $106.34 $157,155 - $159,510
1,500 Added 10.64%
15,596 $1.66 Million
Q1 2025

Apr 22, 2025

BUY
$105.3 - $106.24 $420,252 - $424,003
3,991 Added 39.5%
14,096 $1.49 Million
Q4 2024

Jan 23, 2025

BUY
$104.94 - $106.2 $596,478 - $603,640
5,684 Added 128.57%
10,105 $1.07 Million
Q3 2024

Oct 07, 2024

BUY
$104.3 - $106.3 $260,958 - $265,962
2,502 Added 130.38%
4,421 $469,000
Q2 2024

Jul 18, 2024

BUY
$104.04 - $104.8 $199,652 - $201,111
1,919 New
1,919 $200,000

Others Institutions Holding SUB

About ISHARES SHORT-TERM NATIONAL MU


  • Ticker SUB
  • Sector ETFs
  • Industry ETFs
More about SUB
Track This Portfolio

Track Brewster Financial Planning LLC Portfolio

Follow Brewster Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brewster Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brewster Financial Planning LLC with notifications on news.