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

Mbm Wealth Consultants, LLC

$284 Million
Q1 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 11,647 shares of SUB stock, worth $1.22 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

11,647

Previous 8,319 40.0%

Holding current value

$1.22 Million

Previous $877,000 39.0%

% of portfolio

0.43%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$102.64 - $104.49 $45,674 - $46,498	445 Added 18.34%	2,872 $300,000

Q3 2022 Oct 24, 2022	BUY	$102.95 - $105.4 $138,673 - $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

803

Shares Held

67.8M

Call Options Held

Put Options Held

View Full List

About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
Sector ETFs
Industry ETFs

More about SUB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbm Wealth Consultants, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbm Wealth Consultants, LLC with notifications on news.

Account

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