Philip James Wealth Mangement, LLC Ishares National Muni Bond ETF Transaction History

Philip James Wealth Mangement, LLC

$857 Billion
Q3 2025

A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 3,513 shares of MUB stock, worth $375,785. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,513

Previous 4,690 25.1%

Holding current value

$375,785

Previous $490 Million 23.65%

% of portfolio

0.04%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$103.24 - $106.68 $121,513 - $125,562	-1,177 Reduced 25.1%	3,513 $374 Million
Q2 2025 Jul 18, 2025	SELL	$102.31 - $105.8 $97,808 - $101,144	-956 Reduced 16.93%	4,690 $490 Million
Q1 2025 Apr 24, 2025	SELL	$104.71 - $107.69 $152,981 - $157,335	-1,461 Reduced 20.56%	5,646 $595 Million
Q4 2024 Jan 31, 2025	SELL	$105.78 - $108.7 $17,876 - $18,370	-169 Reduced 2.32%	7,107 $757 Million
Q3 2024 Oct 31, 2024	BUY	$106.13 - $108.7 $1,061 - $1,087	10 Added 0.14%	7,276 $790 Million

Q2 2024 Jul 23, 2024	SELL	$105.37 - $107.16 $1.45 Million - $1.47 Million	-13,733 Reduced 65.4%	7,266 $774 Million
Q1 2024 Apr 29, 2024	SELL	$107.41 - $108.76 $2,470 - $2,501	-23 Reduced 0.11%	20,999 $2.26 Billion
Q4 2023 Jan 29, 2024	BUY	$100.97 - $108.77 $2.12 Million - $2.29 Million	21,022 New	21,022 $2.28 Billion

Others Institutions Holding MUB

# of Institutions

1,764

Shares Held

308M

Call Options Held

4.99M

Put Options Held

3.46M

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 Philip James Wealth Mangement, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Philip James Wealth Mangement, LLC with notifications on news.

Account

Philip James Wealth Mangement, LLC Ishares National Muni Bond ETF Transaction History