Evergreen Wealth Solutions, LLC Ishares National Muni Bond ETF Transaction History

Evergreen Wealth Solutions, LLC

$135 Million
Q1 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 17,156 shares of MUB stock, worth $1.83 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares

17,156

Previous 16,971 1.09%

Holding current value

$1.83 Million

Previous $1.84 Million 0.33%

% of portfolio

1.37%

Previous 1.57%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$107.41 - $108.76 $19,870 - $20,120	185 Added 1.09%	17,156 $1.85 Million
Q4 2023 Feb 07, 2024	SELL	$100.97 - $108.77 $17,669 - $19,034	-175 Reduced 1.02%	16,971 $1.84 Million
Q3 2023 Nov 13, 2023	SELL	$102.54 - $107.39 $26,455 - $27,706	-258 Reduced 1.48%	17,146 $1.76 Million
Q2 2023 Aug 11, 2023	BUY	$105.16 - $108.58 $587,318 - $606,419	5,585 Added 47.25%	17,404 $1.86 Million
Q1 2023 May 12, 2023	BUY	$104.99 - $108.49 $184,992 - $191,159	1,762 Added 17.52%	11,819 $1.27 Million

Q4 2022 Feb 14, 2023	BUY	$101.78 - $106.72 $45,801 - $48,024	450 Added 4.68%	10,057 $1.06 Million
Q3 2022 Nov 14, 2022	SELL	$103.36 - $108.59 $380,364 - $399,611	-3,680 Reduced 27.7%	9,607 $985,000
Q2 2022 Aug 15, 2022	SELL	$104.73 - $109.51 $769,660 - $804,788	-7,349 Reduced 35.61%	13,287 $1.41 Million
Q1 2022 Apr 22, 2022	BUY	$109.33 - $116.18 $399,819 - $424,870	3,657 Added 21.54%	20,636 $2.26 Million
Q4 2021 Jan 19, 2022	BUY	$115.39 - $116.62 $1.96 Million - $1.98 Million	16,979 New	16,979 $1.97 Million

Others Institutions Holding MUB

# of Institutions

1,451

Shares Held

282M

Call Options Held

1.73M

Put Options Held

2.2M

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

News

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

Account

Evergreen Wealth Solutions, LLC Ishares National Muni Bond ETF Transaction History