Seaside Wealth Management, Inc. Ishares Short Term National Mu Transaction History

Seaside Wealth Management, Inc.

$313 Million
Q2 2025

A detailed history of Seaside Wealth Management, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 13,625 shares of SUB stock, worth $1.45 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

13,625

Previous 14,536 6.27%

Holding current value

$1.45 Million

Previous $1.54 Million 5.67%

% of portfolio

0.46%

Previous 0.55%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	SELL	$104.77 - $106.34 $95,445 - $96,875	-911 Reduced 6.27%	13,625 $1.45 Million
Q1 2025 May 02, 2025	BUY	$105.3 - $106.24 $78,553 - $79,255	746 Added 5.41%	14,536 $1.54 Million
Q4 2024 Jan 14, 2025	BUY	$104.94 - $106.2 $181,441 - $183,619	1,729 Added 14.34%	13,790 $1.45 Million
Q3 2024 Oct 25, 2024	BUY	$104.3 - $106.3 $91,784 - $93,544	880 Added 7.87%	12,061 $1.28 Million
Q2 2024 Aug 07, 2024	SELL	$104.04 - $104.8 $620,598 - $625,132	-5,965 Reduced 34.79%	11,181 $1.17 Million
Q1 2024 Apr 17, 2024	SELL	$104.73 - $105.42 $174,270 - $175,418	-1,664 Reduced 8.85%	17,146 $1.8 Million
Q4 2023 Jan 23, 2024	SELL	$102.62 - $105.46 $3.56 Million - $3.66 Million	-34,707 Reduced 64.85%	18,810 $1.98 Million
Q3 2023 Oct 13, 2023	BUY	$102.82 - $104.26 $200,499 - $203,307	1,950 Added 3.78%	53,517 $5.5 Million
Q2 2023 Jul 17, 2023	BUY	$103.24 - $105.0 $232,083 - $236,040	2,248 Added 4.56%	51,567 $5.37 Million
Q1 2023 May 09, 2023	BUY	$103.3 - $105.14 $94,932 - $96,623	919 Added 1.9%	49,319 $5.16 Million
Q4 2022 Feb 09, 2023	SELL	$102.5 - $104.49 $65,087 - $66,351	-635 Reduced 1.29%	48,400 $5.05 Million
Q3 2022 Nov 09, 2022	BUY	$102.59 - $105.4 $1.66 Million - $1.71 Million	16,205 Added 49.36%	49,035 $5.03 Million
Q2 2022 Aug 30, 2022	BUY	$103.31 - $104.87 $3.39 Million - $3.44 Million	32,830 New	32,830 $3.46 Million

Others Institutions Holding SUB

# of Institutions

952

Shares Held

80.2M

Call Options Held

Put Options Held

View Full List

About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
Sector ETFs
Industry ETFs

More about SUB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Seaside Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Seaside Wealth Management, Inc. with notifications on news.

Account

Seaside Wealth Management, Inc. Ishares Short Term National Mu Transaction History