Burt Wealth Advisors Ishares National Muni Bond ETF Transaction History

Burt Wealth Advisors

$399 Million
Q3 2025

A detailed history of Burt Wealth Advisors transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Burt Wealth Advisors holds 42,541 shares of MUB stock, worth $4.55 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

42,541

Previous 40,579 4.84%

Holding current value

$4.55 Million

Previous $4.24 Million 6.86%

% of portfolio

1.14%

Previous 0.98%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$103.24 - $106.68 $202,556 - $209,306	1,962 Added 4.84%	42,541 $4.53 Million
Q2 2025 Jul 09, 2025	SELL	$102.31 - $105.8 $2.8 Million - $2.9 Million	-27,368 Reduced 40.28%	40,579 $4.24 Million
Q1 2025 Apr 22, 2025	SELL	$104.71 - $107.69 $119,578 - $122,981	-1,142 Reduced 1.65%	67,947 $7.16 Million
Q4 2024 Feb 06, 2025	SELL	$105.78 - $108.7 $8,356 - $8,587	-79 Reduced 0.11%	69,089 $7.36 Million
Q3 2024 Oct 31, 2024	BUY	$106.13 - $108.7 $40,753 - $41,740	384 Added 0.56%	69,168 $7.51 Million

Q2 2024 Jul 16, 2024	SELL	$105.37 - $107.16 $395,875 - $402,600	-3,757 Reduced 5.18%	68,784 $7.33 Million
Q1 2024 Apr 18, 2024	BUY	$107.41 - $108.76 $1.01 Million - $1.02 Million	9,423 Added 14.93%	72,541 $7.81 Million
Q4 2023 Feb 01, 2024	SELL	$100.97 - $108.77 $1.63 Million - $1.76 Million	-16,186 Reduced 20.41%	63,118 $6.84 Million
Q3 2023 Oct 11, 2023	SELL	$102.54 - $107.39 $1.1 Million - $1.15 Million	-10,748 Reduced 11.94%	79,304 $8.13 Million
Q2 2023 Jul 18, 2023	BUY	$105.16 - $108.58 $1.1 Million - $1.14 Million	10,488 Added 13.18%	90,052 $9.61 Million
Q1 2023 Apr 13, 2023	BUY	$104.99 - $108.49 $436,443 - $450,992	4,157 Added 5.51%	79,564 $8.57 Million
Q4 2022 Jan 17, 2023	SELL	$101.51 - $106.72 $603,273 - $634,236	-5,943 Reduced 7.31%	75,407 $7.96 Million
Q3 2022 Oct 11, 2022	SELL	$102.55 - $108.59 $1.75 Million - $1.85 Million	-17,042 Reduced 17.32%	81,350 $8.35 Million
Q2 2022 Jul 29, 2022	BUY	$104.73 - $109.51 $1.36 Million - $1.42 Million	12,967 Added 15.18%	98,392 $10.5 Million
Q1 2022 Apr 19, 2022	BUY	$109.33 - $116.18 $3.33 Million - $3.54 Million	30,447 Added 55.38%	85,425 $9.37 Million
Q4 2021 Jan 13, 2022	BUY	$115.39 - $116.62 $2.04 Million - $2.06 Million	17,646 Added 47.27%	54,978 $6.39 Million
Q3 2021 Oct 06, 2021	BUY	$116.12 - $117.94 $810,865 - $823,575	6,983 Added 23.01%	37,332 $4.34 Million
Q2 2021 Jul 14, 2021	BUY	$115.91 - $117.6 $1.38 Million - $1.4 Million	11,938 Added 64.84%	30,349 $3.56 Million
Q1 2021 Apr 15, 2021	BUY	$115.3 - $117.87 $1.27 Million - $1.29 Million	10,984 Added 147.89%	18,411 $2.14 Million
Q4 2020 Feb 11, 2021	BUY	$115.08 - $117.2 $201,044 - $204,748	1,747 Added 30.76%	7,427 $870,000
Q3 2020 Nov 10, 2020	BUY	$115.26 - $117.22 $654,676 - $665,809	5,680 New	5,680 $658,000

Others Institutions Holding MUB

# of Institutions

1,763

Shares Held

308M

Call Options Held

4.99M

Put Options Held

3.46M

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 Burt Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Burt Wealth Advisors with notifications on news.

Account

Burt Wealth Advisors Ishares National Muni Bond ETF Transaction History