Concurrent Investment Advisors, LLC Ishares National Muni Bond ETF Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 36,412 shares of MUB stock, worth $3.89 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

36,412

Previous 37,825 3.74%

Holding current value

$3.89 Million

Previous $3.95 Billion 1.88%

% of portfolio

0.07%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$103.24 - $106.68 $145,878 - $150,738	-1,413 Reduced 3.74%	36,412 $3.88 Billion
Q2 2025 Jul 25, 2025	BUY	$102.31 - $105.8 $548,176 - $566,876	5,358 Added 16.5%	37,825 $3.95 Billion
Q1 2025 Apr 29, 2025	BUY	$104.71 - $107.69 $1.02 Million - $1.04 Million	9,700 Added 42.61%	32,467 $3.42 Billion
Q4 2024 Feb 03, 2025	BUY	$105.78 - $108.7 $112,761 - $115,874	1,066 Added 4.91%	22,767 $2.43 Billion
Q3 2024 Oct 30, 2024	SELL	$106.13 - $108.7 $3,714 - $3,804	-35 Reduced 0.16%	21,701 $2.36 Billion

Q2 2024 Jul 30, 2024	SELL	$105.37 - $107.16 $55,108 - $56,044	-523 Reduced 2.35%	21,736 $2.32 Billion
Q1 2024 May 07, 2024	BUY	$107.41 - $108.76 $283,884 - $287,452	2,643 Added 13.47%	22,259 $2.4 Billion
Q4 2023 Apr 15, 2024	BUY	$100.97 - $108.77 $1.98 Million - $2.13 Million	19,616 New	19,616 $2.13 Billion

Others Institutions Holding MUB

# of Institutions

1,766

Shares Held

307M

Call Options Held

4.99M

Put Options Held

3.46M

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Ishares National Muni Bond ETF Transaction History