Kingswood Wealth Advisors, LLC Ishares National Muni Bond ETF Transaction History

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 8,985 shares of MUB stock, worth $926,623. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,985

Previous 15,763 43.0%

Holding current value

$926,623

Previous $1.68 Billion 43.6%

% of portfolio

0.04%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$104.71 - $107.69 $709,724 - $729,922	-6,778 Reduced 43.0%	8,985 $947 Million
Q4 2024 Jan 22, 2025	BUY	$105.78 - $108.7 $5,500 - $5,652	52 Added 0.33%	15,763 $1.68 Billion
Q3 2024 Oct 21, 2024	BUY	$106.13 - $108.7 $772,838 - $791,553	7,282 Added 86.39%	15,711 $1.71 Billion
Q2 2024 Jul 09, 2024	BUY	$105.37 - $107.16 $310,420 - $315,693	2,946 Added 53.73%	8,429 $898 Million
Q1 2024 Apr 15, 2024	SELL	$107.41 - $108.76 $15,681 - $15,878	-146 Reduced 2.59%	5,483 $590 Million
Q4 2023 Jan 16, 2024	SELL	$100.97 - $108.77 $3,533 - $3,806	-35 Reduced 0.62%	5,629 $610 Million
Q3 2023 Oct 23, 2023	BUY	$102.54 - $107.39 $580,786 - $608,256	5,664 New	5,664 $581 Million

Others Institutions Holding MUB

# of Institutions

1,656

Shares Held

341M

Call Options Held

697K

Put Options Held

1.36M

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
Sector ETFs
Industry ETFs

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Kingswood Wealth Advisors, LLC Ishares National Muni Bond ETF Transaction History