Pinnacle Wealth Planning Services, Inc. Ishares National Muni Bond ETF Transaction History

Pinnacle Wealth Planning Services, Inc.

$748 Million
Q2 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 4,190 shares of MUB stock, worth $446,528. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,190

Previous 6,653 37.02%

Holding current value

$446,528

Previous $701,000 37.66%

% of portfolio

0.06%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$102.31 - $105.8 $251,989 - $260,585	-2,463 Reduced 37.02%	4,190 $437,000
Q3 2024 Nov 13, 2024	BUY	$106.13 - $108.7 $159,195 - $163,050	1,500 Added 29.11%	6,653 $722,000
Q1 2024 May 09, 2024	SELL	$107.41 - $108.76 $96,669 - $97,884	-900 Reduced 14.87%	5,153 $554,000
Q4 2023 Feb 07, 2024	SELL	$100.97 - $108.77 $3,634 - $3,915	-36 Reduced 0.59%	6,053 $656,000
Q3 2023 Nov 07, 2023	BUY	$102.54 - $107.39 $3,691 - $3,866	36 Added 0.59%	6,089 $624,000
Q2 2023 Aug 07, 2023	SELL	$105.16 - $108.58 $31,548 - $32,574	-300 Reduced 4.72%	6,053 $646,000
Q4 2022 Feb 13, 2023	BUY	$101.51 - $106.72 $644,893 - $677,992	6,353 New	6,353 $670,000
Q1 2019 May 08, 2019	SELL	$108.82 - $111.36 $678,927 - $694,775	-6,239 Closed	0 $0
Q4 2018 Mar 01, 2019	BUY	$106.42 - $109.04 $663,954 - $680,300	6,239 New	6,239 $680,000

Others Institutions Holding MUB

# of Institutions

1,743

Shares Held

321M

Call Options Held

5.73M

Put Options Held

2.36M

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
Sector ETFs
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Pinnacle Wealth Planning Services, Inc. Ishares National Muni Bond ETF Transaction History