A detailed history of Kowal Investment Group, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Kowal Investment Group, LLC holds 73,490 shares of MUB stock, worth $7.81 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
73,490
Previous 78,809 6.75%
Holding current value
$7.81 Million
Previous $8.4 Million 4.93%
% of portfolio
1.48%
Previous 1.69%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$106.13 - $108.7 $564,505 - $578,175
-5,319 Reduced 6.75%
73,490 $7.98 Million
Q2 2024

Aug 13, 2024

SELL
$105.37 - $107.16 $352,778 - $358,771
-3,348 Reduced 4.08%
78,809 $8.4 Million
Q1 2024

Apr 18, 2024

SELL
$107.41 - $108.76 $235,335 - $238,293
-2,191 Reduced 2.6%
82,157 $8.84 Million
Q4 2023

Jan 22, 2024

BUY
$100.97 - $108.77 $7.15 Million - $7.7 Million
70,812 Added 523.14%
84,348 $9.14 Million
Q3 2023

Oct 25, 2023

SELL
$102.54 - $107.39 $229,587 - $240,446
-2,239 Reduced 14.19%
13,536 $1.39 Million
Q2 2023

Jul 18, 2023

BUY
$105.16 - $108.58 $1.66 Million - $1.71 Million
15,775 New
15,775 $1.68 Million
Q4 2022

Jan 25, 2023

SELL
$101.51 - $106.72 $24,971 - $26,253
-246 Reduced 8.65%
2,597 $0
Q3 2022

Nov 09, 2022

SELL
$102.55 - $108.59 $53,736 - $56,901
-524 Reduced 15.56%
2,843 $292,000
Q2 2022

Aug 15, 2022

BUY
$104.73 - $109.51 $352,625 - $368,720
3,367 New
3,367 $358,000
Q4 2021

Feb 11, 2022

SELL
$115.39 - $116.62 $30,116 - $30,437
-261 Closed
0 $0
Q3 2021

Nov 12, 2021

BUY
$116.12 - $117.94 $30,307 - $30,782
261 New
261 $30,000

Others Institutions Holding MUB

About ISHARES NATIONAL MUNI BOND ETF


  • Ticker MUB
  • Sector ETFs
  • Industry ETFs
More about MUB
Track This Portfolio

Track Kowal Investment Group, LLC Portfolio

Follow Kowal Investment Group, 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 Kowal Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kowal Investment Group, LLC with notifications on news.