Monterey Private Wealth, Inc. Ishares National Muni Bond ETF Transaction History

Monterey Private Wealth, Inc.

  • $338 Million
  • Q1 2025

A detailed history of Monterey Private Wealth, Inc. transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 4,865 shares of MUB stock, worth $507,370. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,865
Previous 4,859 0.12%
Holding current value
$507,370
Previous $517,000 0.97%
% of portfolio
0.15%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$104.71 - $107.69 $628 - $646
6 Added 0.12%
4,865 $512,000
Q4 2024

Jan 16, 2025
BUY
$105.78 - $108.7 $513,985 - $528,173
4,859 New
4,859 $517,000

Others Institutions Holding MUB

# of Institutions
1,674
Shares Held
339M
Call Options Held
940K
Put Options Held
4.43M
View Full List

About ISHARES NATIONAL MUNI BOND ETF

MUB Quotes by TradingView
  • Ticker MUB
  • Sector ETFs
  • Industry ETFs
More about MUB
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