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

Summit Wealth Partners, LLC

$554 Billion
Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,200 shares of MUB stock, worth $342,304. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,200

Previous 3,184 0.5%

Holding current value

$342,304

Previous $333 Million 2.42%

% of portfolio

0.06%

Previous 0.06%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$103.24 - $106.68 $1,651 - $1,706	16 Added 0.5%	3,200 $341 Million
Q2 2025 Aug 11, 2025	SELL	$102.31 - $105.8 $56,168 - $58,084	-549 Reduced 14.71%	3,184 $333 Million
Q1 2025 May 06, 2025	SELL	$104.71 - $107.69 $8,900 - $9,153	-85 Reduced 2.23%	3,733 $394 Million
Q4 2024 Jan 27, 2025	SELL	$105.78 - $108.7 $43,898 - $45,110	-415 Reduced 9.8%	3,818 $407 Million
Q3 2024 Oct 28, 2024	BUY	$106.13 - $108.7 $56,248 - $57,611	530 Added 14.31%	4,233 $460 Million

Q2 2024 Sep 11, 2024	BUY	$105.37 - $107.16 $1,580 - $1,607	15 Added 0.41%	3,703 $395 Million
Q1 2024 Sep 11, 2024	BUY	$107.41 - $108.76 $1,074 - $1,087	10 Added 0.27%	3,688 $397 Million
Q4 2023 Sep 11, 2024	BUY	$100.97 - $108.77 $5,149 - $5,547	51 Added 1.41%	3,678 $399 Million
Q3 2023 Sep 11, 2024	SELL	$102.54 - $107.39 $54,756 - $57,346	-534 Reduced 12.83%	3,627 $372 Million
Q2 2023 Sep 11, 2024	SELL	$105.16 - $108.58 $1,156 - $1,194	-11 Reduced 0.26%	4,161 $444 Million
Q1 2023 Sep 11, 2024	BUY	$104.99 - $108.49 $25,722 - $26,580	245 Added 6.24%	4,172 $450 Million
Q4 2022 Sep 11, 2024	SELL	$101.51 - $106.72 $85,877 - $90,285	-846 Reduced 17.72%	3,927 $414 Million
Q3 2022 Sep 11, 2024	BUY	$102.55 - $108.59 $23,996 - $25,410	234 Added 5.16%	4,773 $490 Million
Q2 2022 Sep 11, 2024	SELL	$104.73 - $109.51 $762,329 - $797,123	-7,279 Reduced 61.59%	4,539 $483 Million
Q1 2022 Sep 11, 2024	BUY	$109.33 - $116.18 $2,951 - $3,136	27 Added 0.23%	11,818 $1.3 Billion
Q4 2021 Sep 10, 2024	BUY	$115.39 - $116.62 $127,621 - $128,981	1,106 Added 10.35%	11,791 $1.37 Billion
Q3 2021 Sep 10, 2024	SELL	$116.12 - $117.94 $20,204 - $20,521	-174 Reduced 1.6%	10,685 $1.24 Billion
Q2 2021 Sep 10, 2024	SELL	$115.91 - $117.6 $3,940 - $3,998	-34 Reduced 0.31%	10,859 $1.27 Billion
Q1 2021 Sep 10, 2024	SELL	$115.3 - $117.87 $11,991 - $12,258	-104 Reduced 0.95%	10,893 $1.26 Billion
Q4 2020 Sep 10, 2024	BUY	$115.08 - $117.2 $50,059 - $50,982	435 Added 4.12%	10,997 $1.29 Billion
Q3 2020 Sep 10, 2024	SELL	$115.26 - $117.22 $14,292 - $14,535	-124 Reduced 1.16%	10,562 $1.22 Billion
Q2 2020 Sep 10, 2024	SELL	$109.93 - $115.44 $180,505 - $189,552	-1,642 Reduced 13.32%	10,686 $1.23 Billion
Q1 2020 Sep 10, 2024	BUY	$101.52 - $117.61 $41,623 - $48,220	410 Added 3.44%	12,328 $1.39 Billion
Q4 2019 Sep 09, 2024	BUY	$113.18 - $114.61 $1.35 Million - $1.37 Million	11,918 New	11,918 $1.36 Billion

Others Institutions Holding MUB

# of Institutions

1,766

Shares Held

307M

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

More about MUB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Account

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