West Financial Advisors, LLC Ishares National Muni Bond ETF Transaction History

West Financial Advisors, LLC

$602 Million
Q3 2025

A detailed history of West Financial Advisors, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 4 shares of MUB stock, worth $427. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 5,582 99.93%

Holding current value

$427

Previous $583,000 100.0%

% of portfolio

0.0%

Previous 0.1%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$103.24 - $106.68 $575,872 - $595,061	-5,578 Reduced 99.93%	4 $0
Q2 2025 Jul 21, 2025	SELL	$102.31 - $105.8 $124,102 - $128,335	-1,213 Reduced 17.85%	5,582 $583,000
Q1 2025 Apr 09, 2025	BUY	$104.71 - $107.69 $8,062 - $8,292	77 Added 1.15%	6,795 $714,000
Q4 2024 Jan 14, 2025	BUY	$105.78 - $108.7 $423 - $434	4 Added 0.06%	6,718 $715,000
Q2 2024 Jul 15, 2024	SELL	$105.37 - $107.16 $278,176 - $282,902	-2,640 Reduced 28.22%	6,714 $715,000

Q1 2024 Apr 11, 2024	BUY	$107.41 - $108.76 $284,314 - $287,887	2,647 Added 39.47%	9,354 $1.01 Million
Q4 2023 Jan 11, 2024	SELL	$100.97 - $108.77 $85,420 - $92,019	-846 Reduced 11.2%	6,707 $727,000
Q3 2023 Oct 10, 2023	BUY	$102.54 - $107.39 $87,876 - $92,033	857 Added 12.8%	7,553 $774,000
Q2 2023 Jul 07, 2023	SELL	$105.16 - $108.58 $2,418 - $2,497	-23 Reduced 0.34%	6,696 $714,000
Q1 2023 Apr 18, 2023	BUY	$104.99 - $108.49 $116,958 - $120,857	1,114 Added 19.88%	6,719 $723,000
Q4 2022 Jan 10, 2023	SELL	$101.51 - $106.72 $32.1 Million - $33.7 Million	-315,780 Reduced 98.26%	5,605 $0
Q3 2022 Oct 11, 2022	BUY	$102.55 - $108.59 $7.39 Million - $7.83 Million	72,099 Added 28.92%	321,385 $33 Million
Q2 2022 Jul 14, 2022	SELL	$104.73 - $109.51 $2.46 Million - $2.57 Million	-23,464 Reduced 8.6%	249,286 $26.5 Million
Q1 2022 Apr 18, 2022	BUY	$109.33 - $116.18 $233,528 - $248,160	2,136 Added 0.79%	272,750 $29.9 Million
Q4 2021 Jan 19, 2022	SELL	$115.39 - $116.62 $6.24 Million - $6.3 Million	-54,059 Reduced 16.65%	270,614 $31.5 Million
Q3 2021 Oct 13, 2021	BUY	$116.12 - $117.94 $1.23 Million - $1.24 Million	10,556 Added 3.36%	324,673 $37.7 Million
Q2 2021 Jul 27, 2021	BUY	$115.91 - $117.6 $724,321 - $734,882	6,249 Added 2.03%	314,117 $36.8 Million
Q1 2021 Apr 20, 2021	BUY	$115.3 - $117.87 $179,176 - $183,169	1,554 Added 0.51%	307,868 $35.7 Million
Q4 2020 Feb 22, 2021	BUY	$115.08 - $117.2 $3.16 Million - $3.22 Million	27,439 Added 9.84%	306,314 $35.9 Million
Q4 2020 Feb 02, 2021	BUY	$115.08 - $117.2 $32.1 Million - $32.7 Million	278,875 New	278,875 $32.2 Billion

Others Institutions Holding MUB

# of Institutions

1,762

Shares Held

307M

Call Options Held

4.99M

Put Options Held

3.46M

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
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West Financial Advisors, LLC Ishares National Muni Bond ETF Transaction History