Phillips Financial Management, LLC Ishares National Muni Bond ETF Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 50,406 shares of MUB stock, worth $5.41 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
50,406
Previous 54,986 8.33%
Holding current value
$5.41 Million
Previous $5.74 Million 6.56%
% of portfolio
0.37%
Previous 0.44%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$103.24 - $106.68 $472,839 - $488,594
-4,580 Reduced 8.33%
50,406 $5.37 Million
Q2 2025

Jul 30, 2025
SELL
$102.31 - $105.8 $936,954 - $968,916
-9,158 Reduced 14.28%
54,986 $5.74 Million
Q1 2025

Apr 30, 2025
BUY
$104.71 - $107.69 $283,449 - $291,516
2,707 Added 4.41%
64,144 $6.76 Million
Q4 2024

Feb 10, 2025
BUY
$105.78 - $108.7 $217,060 - $223,052
2,052 Added 3.46%
61,437 $6.55 Million
Q3 2024

Nov 07, 2024
SELL
$106.13 - $108.7 $113,771 - $116,526
-1,072 Reduced 1.77%
59,385 $6.45 Million
Q2 2024

Aug 08, 2024
BUY
$105.37 - $107.16 $177,864 - $180,886
1,688 Added 2.87%
60,457 $6.44 Million
Q1 2024

Apr 23, 2024
BUY
$107.41 - $108.76 $531,357 - $538,035
4,947 Added 9.19%
58,769 $6.32 Million
Q4 2023

Jan 25, 2024
BUY
$100.97 - $108.77 $342,692 - $369,165
3,394 Added 6.73%
53,822 $5.83 Million
Q3 2023

Nov 09, 2023
SELL
$102.54 - $107.39 $338,382 - $354,387
-3,300 Reduced 6.14%
50,428 $5.17 Million
Q2 2023

Aug 11, 2023
SELL
$105.16 - $108.58 $58,153 - $60,044
-553 Reduced 1.02%
53,728 $5.73 Million
Q1 2023

May 08, 2023
BUY
$104.99 - $108.49 $198,326 - $204,937
1,889 Added 3.61%
54,281 $5.85 Million
Q4 2022

Jan 24, 2023
BUY
$101.51 - $106.72 $156,426 - $164,455
1,541 Added 3.03%
52,392 $0
Q3 2022

Nov 08, 2022
BUY
$102.55 - $108.59 $872,803 - $924,209
8,511 Added 20.1%
50,851 $5.22 Million
Q2 2022

Jul 22, 2022
SELL
$104.73 - $109.51 $384,463 - $402,011
-3,671 Reduced 7.98%
42,340 $4.5 Million
Q1 2022

May 06, 2022
SELL
$109.33 - $116.18 $278,463 - $295,910
-2,547 Reduced 5.25%
46,011 $5.05 Million
Q4 2021

Feb 07, 2022
BUY
$115.39 - $116.62 $153,468 - $155,104
1,330 Added 2.82%
48,558 $5.65 Million
Q3 2021

Nov 09, 2021
BUY
$116.12 - $117.94 $164,774 - $167,356
1,419 Added 3.1%
47,228 $5.49 Million
Q2 2021

Aug 10, 2021
BUY
$115.91 - $117.6 $161,230 - $163,581
1,391 Added 3.13%
45,809 $5.37 Million
Q1 2021

May 17, 2021
BUY
$115.3 - $117.87 $335,753 - $343,237
2,912 Added 7.02%
44,418 $5.16 Million
Q4 2020

Feb 16, 2021
BUY
$115.08 - $117.2 $173,770 - $176,972
1,510 Added 3.78%
41,506 $4.87 Million
Q3 2020

Nov 06, 2020
SELL
$115.26 - $117.22 $158,482 - $161,177
-1,375 Reduced 3.32%
39,996 $4.64 Million
Q2 2020

Aug 07, 2020
BUY
$109.93 - $115.44 $21,436 - $22,510
195 Added 0.47%
41,371 $4.77 Million
Q1 2020

May 15, 2020
BUY
$101.52 - $117.61 $346,386 - $401,285
3,412 Added 9.04%
41,176 $4.53 Million
Q4 2019

Feb 19, 2020
BUY
$113.18 - $114.61 $225,794 - $228,646
1,995 Added 5.58%
37,764 $4.3 Million
Q3 2019

Nov 12, 2019
BUY
$112.74 - $115.35 $270,688 - $276,955
2,401 Added 7.2%
35,769 $4.08 Million
Q2 2019

Aug 06, 2019
BUY
$110.67 - $113.09 $687,150 - $702,175
6,209 Added 22.86%
33,368 $3.76 Million
Q1 2019

May 07, 2019
BUY
$108.82 - $111.36 $631,047 - $645,776
5,799 Added 27.15%
27,159 $3.01 Million
Q4 2018

Feb 04, 2019
BUY
$106.42 - $109.04 $1.04 Million - $1.07 Million
9,818 Added 85.06%
21,360 $2.33 Million
Q3 2018

Nov 14, 2018
BUY
$107.7 - $109.4 $1.24 Million - $1.26 Million
11,542 New
11,542 $1.24 Million
Q4 2017

Feb 01, 2018
SELL
$109.75 - $111.28 $1.23 Million - $1.24 Million
-11,185 Closed
0 $0
Q3 2017

Nov 14, 2017
SELL
$110.87 - $111.22 $14,080 - $14,124
-127 Reduced 1.12%
11,185 $1.24 Million
Q2 2017

Aug 11, 2017
BUY
N/A
11,312
11,312 $1.25 Million

Others Institutions Holding MUB

# of Institutions
1,754
Shares Held
315M
Call Options Held
5.73M
Put Options Held
2.36M
View Full List

About ISHARES NATIONAL MUNI BOND ETF

MUB Quotes by TradingView
  • Ticker MUB
  • Sector ETFs
  • Industry ETFs
More about MUB
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, 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 Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email