Life Planning Partners, Inc Ishares Short Term National Mu Transaction History

Life Planning Partners, Inc

$121 Million
Q4 2025

A detailed history of Life Planning Partners, Inc transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Life Planning Partners, Inc holds 54,624 shares of SUB stock, worth $5.82 Million. This represents 4.81% of its overall portfolio holdings.

Number of Shares

54,624

Previous 53,148 2.78%

Holding current value

$5.82 Million

Previous $5.68 Million 2.52%

% of portfolio

4.81%

Previous 4.4%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$106.22 - $106.81 $156,780 - $157,651	1,476 Added 2.78%	54,624 $5.82 Million
Q3 2025 Oct 23, 2025	BUY	$106.17 - $107.3 $176,666 - $178,547	1,664 Added 3.23%	53,148 $5.68 Million
Q2 2025 Jul 21, 2025	SELL	$104.77 - $106.34 $455,644 - $462,472	-4,349 Reduced 7.79%	51,484 $5.47 Million
Q1 2025 Apr 17, 2025	SELL	$105.3 - $106.24 $85,398 - $86,160	-811 Reduced 1.43%	55,833 $5.9 Million
Q4 2024 Feb 12, 2025	SELL	$104.94 - $106.2 $621 Million - $629 Million	-5,918,122 Reduced 99.05%	56,644 $5.97 Million

Q4 2024 Jan 29, 2025	BUY	$104.94 - $106.2 $621 Million - $629 Million	5,921,136 Added 11040.72%	5,974,766 $630 Million
Q3 2024 Oct 29, 2024	SELL	$104.3 - $106.3 $964,253 - $982,743	-9,245 Reduced 14.7%	53,630 $5.69 Million
Q2 2024 Jul 30, 2024	SELL	$104.04 - $104.8 $347,285 - $349,822	-3,338 Reduced 5.04%	62,875 $6.57 Million
Q1 2024 May 01, 2024	SELL	$104.73 - $105.42 $511,815 - $515,187	-4,887 Reduced 6.87%	66,213 $6.93 Million
Q4 2023 Jan 19, 2024	SELL	$102.62 - $105.46 $633,986 - $651,531	-6,178 Reduced 7.99%	71,100 $7.5 Million
Q3 2022 Oct 13, 2022	BUY	$102.59 - $105.4 $1.93 Million - $1.98 Million	18,830 Added 32.22%	77,278 $0
Q2 2022 Jul 20, 2022	BUY	$103.31 - $104.87 $269,845 - $273,920	2,612 Added 4.68%	58,448 $6.12 Million
Q1 2022 Apr 25, 2022	BUY	$104.46 - $107.34 $173,821 - $178,613	1,664 Added 3.07%	55,836 $5.83 Million
Q4 2021 Feb 11, 2022	BUY	$107.24 - $107.56 $5.81 Million - $5.83 Million	54,172 New	54,172 $5.87 Million

Others Institutions Holding SUB

# of Institutions

953

Shares Held

75.9M

Call Options Held

Put Options Held

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Life Planning Partners, Inc Ishares Short Term National Mu Transaction History