Capital Advisors Wealth Management, LLC Ishares National Muni Bond ETF Transaction History

Capital Advisors Wealth Management, LLC

$691 Million
Q4 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 34,220 shares of MUB stock, worth $3.66 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

34,220

Previous 43,749 21.78%

Holding current value

$3.66 Million

Previous $4.66 Million 21.43%

% of portfolio

0.53%

Previous 0.68%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$106.36 - $107.61 $1.01 Million - $1.03 Million	-9,529 Reduced 21.78%	34,220 $3.66 Million
Q3 2025 Oct 15, 2025	SELL	$103.24 - $106.68 $216,184 - $223,387	-2,094 Reduced 4.57%	43,749 $4.66 Million
Q2 2025 Aug 13, 2025	BUY	$102.31 - $105.8 $782,773 - $809,475	7,651 Added 20.03%	45,843 $4.79 Million
Q1 2025 Apr 24, 2025	BUY	$104.71 - $107.69 $285,544 - $293,670	2,727 Added 7.69%	38,192 $4.03 Million
Q4 2024 Jan 14, 2025	SELL	$105.78 - $108.7 $192,202 - $197,507	-1,817 Reduced 4.87%	35,465 $3.78 Million

Q3 2024 Oct 15, 2024	BUY	$106.13 - $108.7 $172,461 - $176,637	1,625 Added 4.56%	37,282 $4.05 Million
Q2 2024 Jul 16, 2024	BUY	$105.37 - $107.16 $155,947 - $158,596	1,480 Added 4.33%	35,657 $3.8 Million
Q1 2024 Apr 12, 2024	SELL	$107.41 - $108.76 $206,656 - $209,254	-1,924 Reduced 5.33%	34,177 $3.68 Million
Q4 2023 Jan 08, 2024	SELL	$100.97 - $108.77 $511,715 - $551,246	-5,068 Reduced 12.31%	36,101 $3.91 Million
Q3 2023 Oct 10, 2023	SELL	$102.54 - $107.39 $77,725 - $81,401	-758 Reduced 1.81%	41,169 $4.22 Million
Q2 2023 Jul 11, 2023	BUY	$105.16 - $108.58 $4,732 - $4,886	45 Added 0.11%	41,927 $4.47 Million
Q1 2023 Apr 14, 2023	BUY	$104.99 - $108.49 $312,135 - $322,540	2,973 Added 7.64%	41,882 $4.51 Million
Q4 2022 Feb 09, 2023	SELL	$101.51 - $106.72 $102,220 - $107,467	-1,007 Reduced 2.52%	38,909 $4.11 Million
Q3 2022 Nov 14, 2022	SELL	$102.55 - $108.59 $200,485 - $212,293	-1,955 Reduced 4.67%	39,916 $4.1 Million
Q2 2022 Aug 04, 2022	BUY	$104.73 - $109.51 $115,621 - $120,899	1,104 Added 2.71%	41,871 $4.45 Million
Q1 2022 May 09, 2022	BUY	$109.33 - $116.18 $143,003 - $151,963	1,308 Added 3.31%	40,767 $4.47 Million
Q4 2021 Feb 04, 2022	BUY	$115.39 - $116.62 $430,058 - $434,642	3,727 Added 10.43%	39,459 $4.59 Million
Q3 2021 Nov 12, 2021	BUY	$116.12 - $117.94 $381,802 - $387,786	3,288 Added 10.13%	35,732 $4.15 Million
Q2 2021 Aug 13, 2021	BUY	$115.91 - $117.6 $432,228 - $438,530	3,729 Added 12.99%	32,444 $3.8 Million
Q1 2021 Apr 20, 2021	BUY	$115.3 - $117.87 $3.31 Million - $3.38 Million	28,715 New	28,715 $3.33 Million

Others Institutions Holding MUB

# of Institutions

1,782

Shares Held

308M

Call Options Held

4.99M

Put Options Held

3.46M

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
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Capital Advisors Wealth Management, LLC Ishares National Muni Bond ETF Transaction History