A detailed history of Lakeshore Financial Planning, Inc. transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 2,665 shares of MUB stock, worth $286,727. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,665
Previous 2,765 3.62%
Holding current value
$286,727
Previous $295 Million 1.74%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Oct 31, 2024

SELL
$106.13 - $108.7 $10,613 - $10,870
-100 Reduced 3.62%
2,665 $289 Million
Q2 2024

Jul 25, 2024

SELL
$105.37 - $107.16 $54,370 - $55,294
-516 Reduced 15.73%
2,765 $295 Million
Q1 2024

May 10, 2024

SELL
$107.41 - $108.76 $38,237 - $38,718
-356 Reduced 9.79%
3,281 $353 Million
Q3 2023

Nov 14, 2023

BUY
$102.54 - $107.39 $372,937 - $390,577
3,637 New
3,637 $373 Million

Others Institutions Holding MUB

About ISHARES NATIONAL MUNI BOND ETF


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

Track Lakeshore Financial Planning, Inc. Portfolio

Follow Lakeshore Financial Planning, 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 Lakeshore Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lakeshore Financial Planning, Inc. with notifications on news.