Investments & Financial Planning, LLC Ishares Short Term National Mu Transaction History

Investments & Financial Planning, LLC

$185 Million
Q3 2025

A detailed history of Investments & Financial Planning, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 3,990 shares of SUB stock, worth $424,974. This represents 0.23% of its overall portfolio holdings.

Number of Shares

3,990

Previous 2,661 49.94%

Holding current value

$424,974

Previous $282,000 51.06%

% of portfolio

0.23%

Previous 0.16%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$106.17 - $107.3 $141,099 - $142,601	1,329 Added 49.94%	3,990 $426,000
Q2 2025 Aug 12, 2025	SELL	$104.77 - $106.34 $42,746 - $43,386	-408 Reduced 13.29%	2,661 $282,000
Q1 2025 Apr 30, 2025	BUY	$105.3 - $106.24 $52,650 - $53,120	500 Added 19.46%	3,069 $324,000
Q4 2024 Jan 27, 2025	SELL	$104.94 - $106.2 $9,024 - $9,133	-86 Reduced 3.24%	2,569 $270,000
Q3 2024 Oct 15, 2024	SELL	$104.3 - $106.3 $4,172 - $4,252	-40 Reduced 1.48%	2,655 $281,000

Q2 2024 Jul 18, 2024	SELL	$104.04 - $104.8 $13,525 - $13,624	-130 Reduced 4.6%	2,695 $281,000
Q1 2024 May 03, 2024	SELL	$104.73 - $105.42 $56,973 - $57,348	-544 Reduced 16.15%	2,825 $295,000
Q4 2023 Jan 18, 2024	SELL	$102.62 - $105.46 $8,620 - $8,858	-84 Reduced 2.43%	3,369 $355,000
Q3 2023 Oct 18, 2023	SELL	$102.82 - $104.26 $34,341 - $34,822	-334 Reduced 8.82%	3,453 $355,000
Q2 2023 Jul 18, 2023	SELL	$103.24 - $105.0 $42,638 - $43,365	-413 Reduced 9.83%	3,787 $393,000
Q1 2023 May 02, 2023	SELL	$103.3 - $105.14 $34,398 - $35,011	-333 Reduced 7.35%	4,200 $439,000
Q4 2022 Feb 28, 2023	BUY	$102.5 - $104.49 $113,365 - $115,565	1,106 Added 32.27%	4,533 $472,000
Q2 2022 Aug 11, 2022	BUY	$103.31 - $104.87 $15,083 - $15,311	146 Added 4.45%	3,427 $359,000
Q1 2022 May 09, 2022	SELL	$104.46 - $107.34 $12,430 - $12,773	-119 Reduced 3.5%	3,281 $343,000
Q4 2021 Feb 11, 2022	BUY	$107.24 - $107.56 $364,616 - $365,704	3,400 New	3,400 $360,000

Others Institutions Holding SUB

# of Institutions

949

Shares Held

75.7M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

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Investments & Financial Planning, LLC Ishares Short Term National Mu Transaction History