Cypress Financial Planning LLC Ishares National Muni Bond ETF Transaction History

Cypress Financial Planning LLC

  • $276 Million
  • Q1 2025

A detailed history of Cypress Financial Planning LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Cypress Financial Planning LLC holds 7,260 shares of MUB stock, worth $763,679. This represents 0.28% of its overall portfolio holdings.

Number of Shares
7,260
Previous 6,538 11.04%
Holding current value
$763,679
Previous $696,000 9.63%
% of portfolio
0.28%
Previous 0.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$104.71 - $107.69 $75,600 - $77,752
722 Added 11.04%
7,260 $763,000
Q4 2024

Jan 13, 2025
BUY
$105.78 - $108.7 $299,040 - $307,294
2,827 Added 76.18%
6,538 $696,000
Q3 2024

Oct 07, 2024
BUY
$106.13 - $108.7 $39,268 - $40,219
370 Added 11.07%
3,711 $403,000
Q2 2024

Jul 16, 2024
BUY
$105.37 - $107.16 $118,541 - $120,555
1,125 Added 50.77%
3,341 $355,000
Q1 2024

Apr 12, 2024
BUY
$107.41 - $108.76 $238,020 - $241,012
2,216 New
2,216 $238,000

Others Institutions Holding MUB

# of Institutions
1,662
Shares Held
342M
Call Options Held
697K
Put Options Held
1.36M
View Full List

About ISHARES NATIONAL MUNI BOND ETF

MUB Quotes by TradingView
  • Ticker MUB
  • Sector ETFs
  • Industry ETFs
More about MUB
Track This Portfolio

Track Cypress Financial Planning LLC Portfolio

Follow Cypress Financial Planning 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 Cypress Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email