Summit Wealth Group, LLC Ishares National Muni Bond ETF Transaction History

Summit Wealth Group, LLC

$398 Million
Q3 2025

A detailed history of Summit Wealth Group, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Summit Wealth Group, LLC holds 83,019 shares of MUB stock, worth $8.88 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares

83,019

Previous 85,060 2.4%

Holding current value

$8.88 Million

Previous $8.89 Million 0.53%

% of portfolio

2.22%

Previous 2.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$103.24 - $106.68 $210,712 - $217,733	-2,041 Reduced 2.4%	83,019 $8.84 Million
Q2 2025 Aug 06, 2025	BUY	$102.31 - $105.8 $5.68 Million - $5.88 Million	55,552 Added 188.26%	85,060 $8.89 Million
Q1 2025 May 02, 2025	BUY	$104.71 - $107.69 $885,951 - $911,165	8,461 Added 40.2%	29,508 $3.11 Million
Q3 2024 Nov 08, 2024	SELL	$106.13 - $108.7 $62,722 - $64,241	-591 Reduced 2.73%	21,047 $2.29 Million
Q2 2024 Jul 31, 2024	BUY	$105.37 - $107.16 $2.28 Million - $2.32 Million	21,638 New	21,638 $2.31 Million

Q2 2023 Jul 26, 2023	SELL	$105.16 - $108.58 $255 Million - $263 Million	-2,421,770 Reduced 99.05%	23,282 $2.49 Million
Q1 2023 May 10, 2023	BUY	$104.99 - $108.49 $257 Million - $265 Million	2,445,052 New	2,445,052 $23,000

Others Institutions Holding MUB

# of Institutions

1,763

Shares Held

308M

Call Options Held

4.99M

Put Options Held

3.46M

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
Sector ETFs
Industry ETFs

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Summit Wealth Group, LLC Ishares National Muni Bond ETF Transaction History