Aletheian Wealth Advisors LLC Ishares National Muni Bond ETF Transaction History

Aletheian Wealth Advisors LLC

$177 Million
Q1 2024

A detailed history of Aletheian Wealth Advisors LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 20,713 shares of MUB stock, worth $2.2 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares

20,713

Previous 19,486 6.3%

Holding current value

$2.2 Million

Previous $2.11 Million 5.49%

% of portfolio

1.26%

Previous 1.46%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$107.41 - $108.76 $131,792 - $133,448	1,227 Added 6.3%	20,713 $2.23 Million
Q4 2023 Jan 05, 2024	SELL	$100.97 - $108.77 $340,975 - $367,316	-3,377 Reduced 14.77%	19,486 $2.11 Million
Q3 2023 Oct 04, 2023	SELL	$102.54 - $107.39 $1.7 Million - $1.78 Million	-16,582 Reduced 42.04%	22,863 $2.34 Million
Q2 2023 Jul 13, 2023	BUY	$105.16 - $108.58 $28,498 - $29,425	271 Added 0.69%	39,445 $4.21 Million
Q1 2023 May 11, 2023	BUY	$104.99 - $108.49 $987,640 - $1.02 Million	9,407 Added 31.6%	39,174 $4.22 Million

Q4 2022 Jan 17, 2023	SELL	$101.78 - $106.72 $27,887 - $29,241	-274 Reduced 0.91%	29,767 $0
Q3 2022 Oct 14, 2022	BUY	$103.36 - $108.59 $102,119 - $107,286	988 Added 3.4%	30,041 $3.08 Million
Q2 2022 Jul 11, 2022	SELL	$104.73 - $109.51 $1.26 Million - $1.32 Million	-12,032 Reduced 29.29%	29,053 $3.09 Million
Q1 2022 Apr 18, 2022	SELL	$109.33 - $116.18 $252,224 - $268,027	-2,307 Reduced 5.32%	41,085 $4.51 Million
Q4 2021 Apr 12, 2022	BUY	$115.39 - $116.62 $5.01 Million - $5.06 Million	43,392 New	43,392 $5.05 Million

Others Institutions Holding MUB

# of Institutions

1,451

Shares Held

282M

Call Options Held

1.73M

Put Options Held

2.2M

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
Sector ETFs
Industry ETFs

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Aletheian Wealth Advisors LLC Ishares National Muni Bond ETF Transaction History