Sugarloaf Wealth Management, LLC Ishares National Muni Bond ETF Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 2,321 shares of MUB stock, worth $246,699. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,321
Previous 2,321 -0.0%
Holding current value
$246,699
Previous $252,000 1.98%
% of portfolio
0.05%
Previous 0.05%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$106.13 - $108.7 $13,266 - $13,587
-125 Reduced 5.11%
2,321 $252,000
Q2 2024

Jul 08, 2024
BUY
$105.37 - $107.16 $257,735 - $262,113
2,446 New
2,446 $260,000
Q4 2023

Jan 10, 2024
SELL
$100.97 - $108.77 $138,732 - $149,449
-1,374 Reduced 84.61%
250 $27,000
Q3 2023

Nov 13, 2023
SELL
$102.54 - $107.39 $60,806 - $63,682
-593 Reduced 26.75%
1,624 $166,000
Q2 2023

Jul 13, 2023
SELL
$105.16 - $108.58 $95,169 - $98,264
-905 Reduced 28.99%
2,217 $236,000
Q1 2023

Apr 26, 2023
SELL
$104.99 - $108.49 $110,869 - $114,565
-1,056 Reduced 25.28%
3,122 $336,000
Q4 2022

Feb 03, 2023
SELL
$101.51 - $106.72 $300,672 - $316,104
-2,962 Reduced 41.48%
4,178 $440,000
Q3 2022

Oct 11, 2022
BUY
$102.55 - $108.59 $61,324 - $64,936
598 Added 9.14%
7,140 $733,000
Q2 2022

Jul 12, 2022
SELL
$104.73 - $109.51 $37,283 - $38,985
-356 Reduced 5.16%
6,542 $696,000
Q1 2022

Apr 25, 2022
BUY
$109.33 - $116.18 $7,762 - $8,248
71 Added 1.04%
6,898 $756,000
Q4 2021

Jan 20, 2022
BUY
$115.39 - $116.62 $279,589 - $282,570
2,423 Added 55.02%
6,827 $794,000
Q3 2021

Oct 20, 2021
SELL
$116.12 - $117.94 $223,066 - $226,562
-1,921 Reduced 30.37%
4,404 $512,000
Q2 2021

Jul 20, 2021
BUY
$115.91 - $117.6 $639,939 - $649,269
5,521 Added 686.69%
6,325 $741,000
Q1 2021

Apr 19, 2021
SELL
$115.3 - $117.87 $2.93 Million - $2.99 Million
-25,409 Reduced 96.93%
804 $633,000
Q4 2020

Feb 03, 2021
BUY
$115.08 - $117.2 $86,079 - $87,665
748 Added 2.94%
26,213 $3.07 Million
Q3 2020

Nov 03, 2020
BUY
$115.26 - $117.22 $832,407 - $846,562
7,222 Added 39.59%
25,465 $2.95 Million
Q2 2020

Jul 21, 2020
BUY
$109.93 - $115.44 $347,818 - $365,252
3,164 Added 20.98%
18,243 $2.16 Million
Q1 2020

Apr 15, 2020
BUY
$101.52 - $117.61 $1.16 Million - $1.35 Million
11,449 Added 315.4%
15,079 $1.7 Million
Q4 2019

Jan 29, 2020
BUY
$113.18 - $114.61 $410,843 - $416,034
3,630 New
3,630 $413,000

Others Institutions Holding MUB

# of Institutions
1,545
Shares Held
305M
Call Options Held
506K
Put Options Held
427K
View Full List

About ISHARES NATIONAL MUNI BOND ETF

MUB Quotes by TradingView
  • Ticker MUB
  • Sector ETFs
  • Industry ETFs
More about MUB
Track This Portfolio

Track Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email