Erickson Financial Group, LLC Ishares National Muni Bond ETF Transaction History

Erickson Financial Group, LLC

$159 Million
Q3 2025

A detailed history of Erickson Financial Group, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Erickson Financial Group, LLC holds 3,258 shares of MUB stock, worth $348,508. This represents 0.22% of its overall portfolio holdings.

Number of Shares

3,258

Previous 3,258 -0.0%

Holding current value

$348,508

Previous $340,000 1.76%

% of portfolio

0.22%

Previous 0.23%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$102.31 - $105.8 $58,725 - $60,729	574 Added 21.39%	3,258 $340,000
Q4 2024 Jan 30, 2025	SELL	$105.78 - $108.7 $101,337 - $104,134	-958 Reduced 26.3%	2,684 $285,000
Q3 2024 Nov 08, 2024	SELL	$106.13 - $108.7 $22,499 - $23,044	-212 Reduced 5.5%	3,642 $395,000
Q2 2024 Jul 18, 2024	SELL	$105.37 - $107.16 $22,022 - $22,396	-209 Reduced 5.14%	3,854 $410,000
Q1 2024 Apr 29, 2024	SELL	$107.41 - $108.76 $42,856 - $43,395	-399 Reduced 8.94%	4,063 $437,000

Q4 2023 Jan 18, 2024	SELL	$100.97 - $108.77 $2,423 - $2,610	-24 Reduced 0.53%	4,462 $483,000
Q3 2023 Oct 24, 2023	SELL	$102.54 - $107.39 $2,768 - $2,899	-27 Reduced 0.6%	4,486 $459,000
Q2 2023 Jul 13, 2023	SELL	$105.16 - $108.58 $24,186 - $24,973	-230 Reduced 4.85%	4,513 $481,000
Q1 2023 Apr 18, 2023	SELL	$104.99 - $108.49 $70,343 - $72,688	-670 Reduced 12.38%	4,743 $511,000
Q4 2022 Jan 17, 2023	SELL	$101.51 - $106.72 $279,254 - $293,586	-2,751 Reduced 33.7%	5,413 $0
Q3 2022 Oct 17, 2022	SELL	$102.55 - $108.59 $22,458 - $23,781	-219 Reduced 2.61%	8,164 $837,000
Q2 2022 Aug 09, 2022	BUY	$104.73 - $109.51 $138,243 - $144,553	1,320 Added 18.69%	8,383 $892,000
Q1 2022 May 16, 2022	SELL	$109.33 - $116.18 $116,436 - $123,731	-1,065 Reduced 13.1%	7,063 $774,000
Q4 2021 Apr 01, 2022	BUY	$115.39 - $116.62 $937,889 - $947,887	8,128 New	8,128 $945,000

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

Ticker MUB
Sector ETFs
Industry ETFs

More about MUB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Erickson Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Erickson Financial Group, LLC with notifications on news.

Account

Erickson Financial Group, LLC Ishares National Muni Bond ETF Transaction History