A detailed history of Archetype Wealth Partners transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Archetype Wealth Partners holds 711,813 shares of MUB stock, worth $76.6 Million. This represents 11.21% of its overall portfolio holdings.

Number of Shares
711,813
Previous 645,933 10.2%
Holding current value
$76.6 Million
Previous $68.8 Million 12.35%
% of portfolio
11.21%
Previous 11.13%

Shares

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

Nov 14, 2024

BUY
$106.13 - $108.7 $6.99 Million - $7.16 Million
65,880 Added 10.2%
711,813 $77.3 Million
Q2 2024

Aug 15, 2024

BUY
$105.37 - $107.16 $445,082 - $452,643
4,224 Added 0.66%
645,933 $68.8 Million
Q1 2024

May 14, 2024

BUY
$107.41 - $108.76 $691,398 - $700,088
6,437 Added 1.01%
641,709 $69 Million
Q4 2023

Feb 14, 2024

SELL
$100.97 - $108.77 $7.4 Million - $7.97 Million
-73,284 Reduced 10.34%
635,272 $68.9 Million
Q3 2023

Nov 13, 2023

BUY
$102.54 - $107.39 $6.02 Million - $6.31 Million
58,746 Added 9.04%
708,556 $72.7 Million
Q2 2023

Aug 14, 2023

BUY
$105.16 - $108.58 $10.3 Million - $10.6 Million
97,944 Added 17.75%
649,810 $69.4 Million
Q1 2023

May 10, 2023

BUY
$104.99 - $108.49 $26.7 Million - $27.6 Million
254,294 Added 85.46%
551,866 $59.5 Million
Q4 2022

Feb 14, 2023

BUY
$101.51 - $106.72 $15.9 Million - $16.7 Million
156,336 Added 110.69%
297,572 $31.4 Million
Q3 2022

Nov 14, 2022

BUY
$102.55 - $108.59 $14.5 Million - $15.3 Million
141,236 New
141,236 $14.5 Million
Q4 2020

Feb 12, 2021

SELL
$115.08 - $117.2 $264,684 - $269,560
-2,300 Closed
0 $0
Q3 2020

Oct 15, 2020

BUY
$115.26 - $117.22 $265,098 - $269,606
2,300 New
2,300 $267,000

Others Institutions Holding MUB

About ISHARES NATIONAL MUNI BOND ETF


  • Ticker MUB
  • Sector ETFs
  • Industry ETFs
More about MUB
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