Discipline Wealth Solutions, LLC Ishares Short Term National Mu Transaction History

Discipline Wealth Solutions, LLC

  • $513 Million
  • Q4 2025

A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 7,066 shares of SUB stock, worth $752,599. This represents 0.15% of its overall portfolio holdings.

Number of Shares
7,066
Previous 8,437 16.25%
Holding current value
$752,599
Previous $900,000 16.44%
% of portfolio
0.15%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
SELL
$106.22 - $106.81 $145,627 - $146,436
-1,371 Reduced 16.25%
7,066 $752,000
Q3 2025

Oct 21, 2025
BUY
$106.17 - $107.3 $163,820 - $165,563
1,543 Added 22.38%
8,437 $900,000
Q2 2025

Jul 07, 2025
BUY
$104.77 - $106.34 $722,284 - $733,107
6,894 New
6,894 $733,000

Others Institutions Holding SUB

# of Institutions
959
Shares Held
76.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES SHORT-TERM NATIONAL MU

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

Track Discipline Wealth Solutions, LLC Portfolio

Follow Discipline Wealth Solutions, 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 Discipline Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Discipline Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email