Dynamic Wealth Strategies, LLC Ishares Short Term National Mu Transaction History

Dynamic Wealth Strategies, LLC

$149 Million
Q3 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 11,215 shares of SUB stock, worth $1.19 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

11,215

Previous 10,779 4.04%

Holding current value

$1.19 Million

Previous $1.15 Million 4.45%

% of portfolio

0.81%

Previous 0.83%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$106.17 - $107.3 $46,290 - $46,782	436 Added 4.04%	11,215 $1.2 Million
Q2 2025 Aug 13, 2025	BUY	$104.77 - $106.34 $447,682 - $454,390	4,273 Added 65.68%	10,779 $1.15 Million
Q1 2025 May 12, 2025	BUY	$105.3 - $106.24 $210 - $212	2 Added 0.03%	6,506 $687,000
Q4 2024 Feb 13, 2025	SELL	$104.94 - $106.2 $48,482 - $49,064	-462 Reduced 6.63%	6,504 $686,000
Q3 2024 Nov 13, 2024	SELL	$104.3 - $106.3 $22,007 - $22,429	-211 Reduced 2.94%	6,966 $740,000
Q2 2024 Aug 15, 2024	SELL	$104.04 - $104.8 $39,431 - $39,719	-379 Reduced 5.02%	7,177 $750,000
Q1 2024 May 15, 2024	BUY	$104.73 - $105.42 $791,339 - $796,553	7,556 New	7,556 $791,000

Others Institutions Holding SUB

# of Institutions

952

Shares Held

80.3M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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Dynamic Wealth Strategies, LLC Ishares Short Term National Mu Transaction History