A detailed history of Colton Groome Financial Advisors, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 26,735 shares of MUB stock, worth $2.85 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
26,735
Previous 29,355 8.93%
Holding current value
$2.85 Million
Previous $3.13 Million 7.13%
% of portfolio
1.09%
Previous 1.23%

Shares

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

Oct 24, 2024

SELL
$106.13 - $108.7 $278,060 - $284,794
-2,620 Reduced 8.93%
26,735 $2.9 Million
Q2 2024

Jul 24, 2024

SELL
$105.37 - $107.16 $363,526 - $369,702
-3,450 Reduced 10.52%
29,355 $3.13 Million
Q1 2024

Apr 18, 2024

BUY
$107.41 - $108.76 $927,485 - $939,142
8,635 Added 35.73%
32,805 $3.53 Million
Q4 2023

Jan 31, 2024

BUY
$100.97 - $108.77 $305,636 - $329,246
3,027 Added 14.32%
24,170 $2.62 Million
Q3 2023

Oct 23, 2023

SELL
$102.54 - $107.39 $98,438 - $103,094
-960 Reduced 4.34%
21,143 $2.17 Million
Q2 2023

Jul 27, 2023

BUY
$105.16 - $108.58 $1.18 Million - $1.22 Million
11,267 Added 103.98%
22,103 $2.36 Million
Q1 2023

Apr 17, 2023

BUY
$104.99 - $108.49 $348,146 - $359,752
3,316 Added 44.1%
10,836 $1.17 Million
Q4 2022

Jan 25, 2023

SELL
$101.51 - $106.72 $155,310 - $163,281
-1,530 Reduced 16.91%
7,520 $0
Q3 2022

Oct 20, 2022

SELL
$102.55 - $108.59 $44,609 - $47,236
-435 Reduced 4.59%
9,050 $928,000
Q2 2022

Jul 26, 2022

BUY
$104.73 - $109.51 $266,014 - $278,155
2,540 Added 36.57%
9,485 $1.01 Million
Q1 2022

Apr 18, 2022

BUY
$109.33 - $116.18 $62,646 - $66,571
573 Added 8.99%
6,945 $761,000
Q4 2021

Jan 19, 2022

SELL
$115.39 - $116.62 $571,180 - $577,269
-4,950 Reduced 43.72%
6,372 $741,000
Q3 2021

Oct 18, 2021

BUY
$116.12 - $117.94 $943,475 - $958,262
8,125 Added 254.14%
11,322 $1.32 Million
Q2 2021

Jul 21, 2021

BUY
$115.91 - $117.6 $20,284 - $20,580
175 Added 5.79%
3,197 $375,000
Q1 2021

Apr 21, 2021

BUY
$115.3 - $117.87 $348,436 - $356,203
3,022 New
3,022 $351,000

Others Institutions Holding MUB

About ISHARES NATIONAL MUNI BOND ETF


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

Track Colton Groome Financial Advisors, LLC Portfolio

Follow Colton Groome Financial Advisors, 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 Colton Groome Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Colton Groome Financial Advisors, LLC with notifications on news.