Walkner Condon Financial Advisors LLC Ishares Short Term National Mu Transaction History

Walkner Condon Financial Advisors LLC

$686 Million
Q4 2025

A detailed history of Walkner Condon Financial Advisors LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 21,406 shares of SUB stock, worth $2.28 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

21,406

Previous 21,481 0.35%

Holding current value

$2.28 Million

Previous $2.29 Million 0.61%

% of portfolio

0.33%

Previous 0.37%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$106.22 - $106.81 $7,966 - $8,010	-75 Reduced 0.35%	21,406 $2.28 Million
Q3 2025 Oct 28, 2025	SELL	$106.17 - $107.3 $17,836 - $18,026	-168 Reduced 0.78%	21,481 $2.29 Million
Q2 2025 Aug 06, 2025	SELL	$104.77 - $106.34 $286,336 - $290,627	-2,733 Reduced 11.21%	21,649 $2.3 Million
Q1 2025 Apr 22, 2025	SELL	$105.3 - $106.24 $40,014 - $40,371	-380 Reduced 1.53%	24,382 $2.57 Million
Q4 2024 Jan 29, 2025	SELL	$104.94 - $106.2 $1,993 - $2,017	-19 Reduced 0.08%	24,762 $2.61 Million

Q3 2024 Oct 31, 2024	BUY	$104.3 - $106.3 $1,043 - $1,063	10 Added 0.04%	24,781 $2.63 Million
Q2 2024 Jul 26, 2024	SELL	$104.04 - $104.8 $104,144 - $104,904	-1,001 Reduced 3.88%	24,771 $2.59 Million
Q1 2024 Apr 22, 2024	SELL	$104.73 - $105.42 $123,267 - $124,079	-1,177 Reduced 4.37%	25,772 $2.7 Million
Q4 2023 Jan 23, 2024	BUY	$102.62 - $105.46 $949,542 - $975,821	9,253 Added 52.29%	26,949 $2.84 Million
Q3 2023 Oct 19, 2023	BUY	$102.82 - $104.26 $800,967 - $812,185	7,790 Added 78.64%	17,696 $1.82 Million
Q2 2023 Jul 21, 2023	BUY	$103.24 - $105.0 $10,324 - $10,500	100 Added 1.02%	9,906 $1.03 Million
Q1 2023 Apr 20, 2023	BUY	$103.3 - $105.14 $49,480 - $50,362	479 Added 5.14%	9,806 $1.03 Million
Q4 2022 Jan 25, 2023	SELL	$102.5 - $104.49 $207,152 - $211,174	-2,021 Reduced 17.81%	9,327 $0
Q3 2022 Oct 28, 2022	SELL	$102.59 - $105.4 $26,468 - $27,193	-258 Reduced 2.22%	11,348 $1.17 Million
Q2 2022 Aug 04, 2022	SELL	$103.31 - $104.87 $77,069 - $78,233	-746 Reduced 6.04%	11,606 $1.22 Million
Q1 2022 May 03, 2022	BUY	$104.46 - $107.34 $510,287 - $524,355	4,885 Added 65.42%	12,352 $1.29 Billion
Q4 2021 Feb 11, 2022	SELL	$107.24 - $107.56 $719,151 - $721,297	-6,706 Reduced 47.32%	7,467 $801,000
Q3 2021 Nov 04, 2021	BUY	$107.57 - $108.06 $114,669 - $115,191	1,066 Added 8.13%	14,173 $1.52 Million
Q2 2021 Aug 10, 2021	SELL	$107.66 - $108.01 $36,281 - $36,399	-337 Reduced 2.51%	13,107 $1.41 Million
Q1 2021 Apr 13, 2021	SELL	$107.56 - $108.22 $83,896 - $84,411	-780 Reduced 5.48%	13,444 $1.45 Million
Q4 2020 Jan 12, 2021	BUY	$107.6 - $108.11 $481,187 - $483,467	4,472 Added 45.86%	14,224 $1.54 Million
Q3 2020 Nov 10, 2020	BUY	$107.69 - $108.53 $540,926 - $545,146	5,023 Added 106.22%	9,752 $1.05 Million
Q2 2020 Aug 26, 2020	BUY	$105.27 - $107.99 $179,380 - $184,014	1,704 Added 56.33%	4,729 $510,000
Q1 2020 Aug 26, 2020	SELL	$97.45 - $107.63 $48,140 - $53,169	-494 Reduced 14.04%	3,025 $322,000
Q4 2019 Aug 26, 2020	BUY	$106.44 - $106.81 $374,562 - $375,864	3,519 New	3,519 $376,000

Others Institutions Holding SUB

# of Institutions

960

Shares Held

76.8M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

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Walkner Condon Financial Advisors LLC Ishares Short Term National Mu Transaction History