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

Defined Wealth Management, LLC

  • $165 Million
  • Q3 2025

A detailed history of Defined Wealth Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Defined Wealth Management, LLC holds 1,905 shares of MUB stock, worth $203,777. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,905
Previous 2,096 9.11%
Holding current value
$203,777
Previous $218,000 7.34%
% of portfolio
0.12%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
SELL
$103.24 - $106.68 $19,718 - $20,375
-191 Reduced 9.11%
1,905 $202,000
Q2 2025

Jul 09, 2025
BUY
$102.31 - $105.8 $3,273 - $3,385
32 Added 1.55%
2,096 $218,000
Q1 2025

Apr 16, 2025
BUY
$104.71 - $107.69 $7,539 - $7,753
72 Added 3.61%
2,064 $217,000
Q4 2024

Jan 15, 2025
BUY
$105.78 - $108.7 $10,260 - $10,543
97 Added 5.12%
1,992 $212,000
Q3 2024

Oct 31, 2024
BUY
$106.13 - $108.7 $201,116 - $205,986
1,895 New
1,895 $205,000
Q4 2022

Jan 23, 2023
BUY
$101.51 - $106.72 $312,244 - $328,270
3,076 New
3,076 $0

Others Institutions Holding MUB

# of Institutions
1,761
Shares Held
307M
Call Options Held
4.99M
Put Options Held
3.46M
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 Defined Wealth Management, LLC Portfolio

Follow Defined Wealth Management, 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 Defined Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Defined Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email