Mbm Wealth Consultants, LLC Ishares Short Term National Mu Transaction History

Mbm Wealth Consultants, LLC

$322 Million
Q4 2024

A detailed history of Mbm Wealth Consultants, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 37,433 shares of SUB stock, worth $3.95 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

37,433

Previous 24,905 50.3%

Holding current value

$3.95 Million

Previous $2.64 Million 49.32%

% of portfolio

1.22%

Previous 0.86%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$104.94 - $106.2 $1.31 Million - $1.33 Million	12,528 Added 50.3%	37,433 $3.95 Million
Q3 2024 Oct 07, 2024	BUY	$104.3 - $106.3 $771,820 - $786,620	7,400 Added 42.27%	24,905 $2.64 Million
Q2 2024 Jul 30, 2024	BUY	$104.04 - $104.8 $609,466 - $613,918	5,858 Added 50.3%	17,505 $1.83 Million
Q1 2024 Apr 18, 2024	BUY	$104.73 - $105.42 $348,541 - $350,837	3,328 Added 40.0%	11,647 $1.22 Million
Q4 2023 Jan 30, 2024	BUY	$102.62 - $105.46 $270,198 - $277,676	2,633 Added 46.31%	8,319 $877,000
Q3 2023 Oct 19, 2023	BUY	$102.82 - $104.26 $298,383 - $302,562	2,902 Added 104.24%	5,686 $584,000
Q2 2023 Jul 24, 2023	SELL	$103.24 - $105.0 $9,085 - $9,240	-88 Reduced 3.06%	2,784 $289,000
Q4 2022 Feb 15, 2023	BUY	$102.5 - $104.49 $45,612 - $46,498	445 Added 18.34%	2,872 $300,000
Q3 2022 Oct 24, 2022	BUY	$102.59 - $105.4 $138,188 - $141,973	1,347 Added 124.72%	2,427 $249,000
Q2 2022 Aug 15, 2022	BUY	$103.31 - $104.87 $111,574 - $113,259	1,080 New	1,080 $113,000

Others Institutions Holding SUB

# of Institutions

834

Shares Held

69M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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Mbm Wealth Consultants, LLC Ishares Short Term National Mu Transaction History