A detailed history of Accurate Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 26,265 shares of MUB stock, worth $2.85 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
26,265
Previous 24,925 5.38%
Holding current value
$2.85 Million
Previous $2.66 Million 7.46%
% of portfolio
0.61%
Previous 0.62%

Shares

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

Oct 17, 2024

BUY
$106.13 - $108.7 $142,214 - $145,658
1,340 Added 5.38%
26,265 $2.85 Million
Q2 2024

Jul 17, 2024

BUY
$105.37 - $107.16 $55,846 - $56,794
530 Added 2.17%
24,925 $2.66 Million
Q1 2024

Apr 22, 2024

BUY
$107.41 - $108.76 $1,611 - $1,631
15 Added 0.06%
24,395 $2.62 Million
Q4 2023

Jan 12, 2024

SELL
$100.97 - $108.77 $113,894 - $122,692
-1,128 Reduced 4.42%
24,380 $2.64 Million
Q3 2023

Oct 23, 2023

BUY
$102.54 - $107.39 $1.41 Million - $1.48 Million
13,777 Added 117.44%
25,508 $2.62 Million
Q2 2023

Jul 24, 2023

SELL
$105.16 - $108.58 $1.24 Million - $1.28 Million
-11,748 Reduced 50.04%
11,731 $1.25 Million
Q1 2023

Apr 13, 2023

BUY
$104.99 - $108.49 $1.87 Million - $1.93 Million
17,801 Added 313.51%
23,479 $2.53 Million
Q4 2022

Jan 11, 2023

BUY
$101.51 - $106.72 $576,373 - $605,956
5,678 New
5,678 $0

Others Institutions Holding MUB

About ISHARES NATIONAL MUNI BOND ETF


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

Track Accurate Wealth Management, LLC Portfolio

Follow Accurate Wealth Management, LLC 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 Accurate Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accurate Wealth Management, LLC with notifications on news.