A detailed history of Windward Private Wealth Management Inc. transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 15,526 shares of MUB stock, worth $1.65 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
15,526
Previous 15,645 0.76%
Holding current value
$1.65 Million
Previous $1.67 Million 1.2%
% of portfolio
0.65%
Previous 0.67%

Shares

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

Oct 31, 2024

SELL
$106.13 - $108.7 $12,629 - $12,935
-119 Reduced 0.76%
15,526 $1.69 Million
Q1 2024

May 06, 2024

SELL
$107.41 - $108.76 $226,742 - $229,592
-2,111 Reduced 11.89%
15,645 $1.68 Million
Q4 2023

Jan 29, 2024

BUY
$100.97 - $108.77 $918,625 - $989,589
9,098 Added 105.08%
17,756 $1.92 Million
Q3 2023

Nov 03, 2023

BUY
$102.54 - $107.39 $61,011 - $63,897
595 Added 7.38%
8,658 $887,000
Q4 2022

Jan 25, 2023

BUY
$101.51 - $106.72 $350,209 - $368,184
3,450 Added 74.79%
8,063 $0
Q3 2022

Oct 26, 2022

BUY
$102.55 - $108.59 $473,063 - $500,925
4,613 New
4,613 $473,000

Others Institutions Holding MUB

About ISHARES NATIONAL MUNI BOND ETF


  • Ticker MUB
  • Sector ETFs
  • Industry ETFs
More about MUB
Track This Portfolio

Track Windward Private Wealth Management Inc. Portfolio

Follow Windward Private Wealth Management Inc. 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 Windward Private Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Windward Private Wealth Management Inc. with notifications on news.