Martel Wealth Advisors Inc Ishares National Muni Bond ETF Transaction History

Martel Wealth Advisors Inc

$489 Billion
Q3 2024

A detailed history of Martel Wealth Advisors Inc transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 89,980 shares of MUB stock, worth $9.55 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares

89,980

Previous 86,796 3.67%

Holding current value

$9.55 Million

Previous $9.25 Billion 5.1%

% of portfolio

1.99%

Previous 1.98%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	BUY	$106.13 - $108.7 $337,917 - $346,100	3,184 Added 3.67%	89,980 $9.72 Billion
Q2 2024 Oct 09, 2024	BUY	$105.37 - $107.16 $291,769 - $296,726	2,769 Added 3.3%	86,796 $9.25 Billion
Q1 2024 Oct 09, 2024	BUY	$107.41 - $108.76 $413,528 - $418,726	3,850 Added 4.8%	84,027 $9.04 Billion
Q4 2023 Oct 09, 2024	BUY	$100.97 - $108.77 $211,936 - $228,308	2,099 Added 2.69%	80,177 $8.69 Billion
Q3 2023 Oct 09, 2024	BUY	$102.54 - $107.39 $60,601 - $63,467	591 Added 0.76%	78,078 $8.01 Billion
Q2 2023 Oct 09, 2024	BUY	$105.16 - $108.58 $194,020 - $200,330	1,845 Added 2.44%	77,487 $8.27 Billion
Q1 2023 Oct 09, 2024	BUY	$104.99 - $108.49 $943,965 - $975,433	8,991 Added 13.49%	75,642 $8.15 Billion
Q4 2022 Oct 09, 2024	BUY	$101.51 - $106.72 $907,905 - $954,503	8,944 Added 15.5%	66,651 $7.03 Billion
Q3 2022 Oct 09, 2024	SELL	$102.55 - $108.59 $1.08 Million - $1.14 Million	-10,541 Reduced 15.45%	57,707 $6.08 Billion
Q2 2022 Oct 09, 2024	BUY	$104.73 - $109.51 $1.16 Million - $1.21 Million	11,057 Added 19.33%	68,248 $7.19 Billion
Q1 2022 Oct 09, 2024	SELL	$109.33 - $116.18 $1.41 Million - $1.5 Million	-12,897 Reduced 18.4%	57,191 $6.69 Billion
Q4 2021 Oct 09, 2024	BUY	$115.39 - $116.62 $335,900 - $339,480	2,911 Added 4.33%	70,088 $8.2 Billion
Q3 2021 Oct 09, 2024	BUY	$116.12 - $117.94 $131,680 - $133,743	1,134 Added 1.72%	67,177 $7.86 Billion
Q2 2021 Oct 09, 2024	BUY	$115.91 - $117.6 $499,340 - $506,620	4,308 Added 6.98%	66,043 $7.73 Billion
Q1 2021 Oct 09, 2024	BUY	$115.3 - $117.87 $440,676 - $450,499	3,822 Added 6.6%	61,735 $7.16 Billion
Q4 2020 Oct 09, 2024	BUY	$115.08 - $117.2 $6.66 Million - $6.79 Million	57,913 New	57,913 $6.79 Billion
Q3 2020 Oct 18, 2024	BUY	$115.26 - $117.22 $221,529 - $225,296	1,922 Added 3.46%	57,448 $6.66 Billion
Q2 2020 Oct 18, 2024	SELL	$109.93 - $115.44 $154,121 - $161,846	-1,402 Reduced 2.46%	55,526 $6.41 Billion
Q1 2020 Oct 18, 2024	SELL	$101.52 - $117.61 $153,193 - $177,473	-1,509 Reduced 2.58%	56,928 $6.43 Billion
Q4 2019 Oct 18, 2024	BUY	$113.18 - $114.61 $43,121 - $43,666	381 Added 0.66%	58,437 $6.66 Billion
Q3 2019 Oct 18, 2024	SELL	$112.74 - $115.35 $293,574 - $300,371	-2,604 Reduced 4.29%	58,056 $6.62 Billion
Q2 2019 Oct 18, 2024	BUY	$110.67 - $113.09 $44,489 - $45,462	402 Added 0.67%	60,660 $6.86 Billion
Q1 2019 Oct 18, 2024	BUY	$108.82 - $111.36 $23,722 - $24,276	218 Added 0.36%	60,258 $6.7 Billion
Q4 2018 Oct 18, 2024	SELL	$106.42 - $109.04 $454,732 - $465,927	-4,273 Reduced 6.64%	60,040 $6.55 Billion
Q3 2018 Oct 18, 2024	SELL	$107.7 - $109.4 $2.76 Million - $2.81 Million	-25,667 Reduced 28.53%	64,313 $6.94 Billion

Others Institutions Holding MUB

# of Institutions

1,511

Shares Held

304M

Call Options Held

506K

Put Options Held

427K

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
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Martel Wealth Advisors Inc Ishares National Muni Bond ETF Transaction History