Pine Harbor Wealth Management, LLC Ishares Short Term National Mu Transaction History

Pine Harbor Wealth Management, LLC

$250 Billion
Q1 2025

A detailed history of Pine Harbor Wealth Management, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 33,723 shares of SUB stock, worth $3.57 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

33,723

Previous 33,553 0.51%

Holding current value

$3.57 Million

Previous $3.54 Billion 0.62%

% of portfolio

1.42%

Previous 1.42%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$105.3 - $106.24 $17,901 - $18,060	170 Added 0.51%	33,723 $3.56 Billion
Q4 2024 Feb 13, 2025	BUY	$104.94 - $106.2 $1.29 Million - $1.3 Million	12,280 Added 57.73%	33,553 $3.54 Billion
Q3 2024 Nov 13, 2024	BUY	$104.3 - $106.3 $259,602 - $264,580	2,489 Added 13.25%	21,273 $2.26 Billion
Q2 2024 Aug 09, 2024	SELL	$104.04 - $104.8 $95,924 - $96,625	-922 Reduced 4.68%	18,784 $1.96 Billion
Q1 2024 May 15, 2024	BUY	$104.73 - $105.42 $185,686 - $186,909	1,773 Added 9.89%	19,706 $2.06 Billion
Q4 2023 Apr 03, 2024	BUY	$102.62 - $105.46 $1.84 Million - $1.89 Million	17,933 New	17,933 $1.89 Billion

Others Institutions Holding SUB

# of Institutions

929

Shares Held

83.4M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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Pine Harbor Wealth Management, LLC Ishares Short Term National Mu Transaction History