Certus Wealth Management, LLC Ishares National Muni Bond ETF Transaction History

Certus Wealth Management, LLC

$141 Million
Q1 2025

A detailed history of Certus Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 9,765 shares of MUB stock, worth $1.02 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

9,765

Previous 10,672 8.5%

Holding current value

$1.02 Million

Previous $1.14 Million 9.5%

% of portfolio

0.73%

Previous 0.79%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$104.71 - $107.69 $94,971 - $97,674	-907 Reduced 8.5%	9,765 $1.03 Million
Q4 2024 Feb 11, 2025	BUY	$105.78 - $108.7 $421,427 - $433,060	3,984 Added 59.57%	10,672 $1.14 Million
Q3 2024 Nov 12, 2024	BUY	$106.13 - $108.7 $22,817 - $23,370	215 Added 3.32%	6,688 $726,000
Q2 2024 Aug 02, 2024	BUY	$105.37 - $107.16 $103,367 - $105,123	981 Added 17.86%	6,473 $689,000
Q1 2024 May 06, 2024	BUY	$107.41 - $108.76 $859 - $870	8 Added 0.15%	5,492 $590,000
Q4 2023 Feb 09, 2024	BUY	$100.97 - $108.77 $69,972 - $75,377	693 Added 14.46%	5,484 $594,000
Q3 2023 Nov 02, 2023	SELL	$102.54 - $107.39 $629,287 - $659,052	-6,137 Reduced 56.16%	4,791 $491,000
Q2 2023 Aug 10, 2023	BUY	$105.16 - $108.58 $1.15 Million - $1.19 Million	10,928 New	10,928 $1.17 Billion

Others Institutions Holding MUB

# of Institutions

1,677

Shares Held

338M

Call Options Held

940K

Put Options Held

4.43M

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
Sector ETFs
Industry ETFs

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Certus Wealth Management, LLC Ishares National Muni Bond ETF Transaction History