A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 129 shares of SUB stock, worth $13,608. This represents 0.0% of its overall portfolio holdings.

Number of Shares
129
Previous 135 4.44%
Holding current value
$13,608
Previous $14,000 7.14%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

SELL
$104.3 - $106.3 $625 - $637
-6 Reduced 4.44%
129 $13,000
Q2 2024

Jul 08, 2024

BUY
$104.04 - $104.8 $14,045 - $14,148
135 New
135 $14,000
Q2 2021

Jul 20, 2021

BUY
$107.66 - $108.01 $46,401 - $46,552
431 Added 1539.29%
459 $49,000
Q1 2021

Apr 19, 2021

SELL
$107.56 - $108.22 $156,822 - $157,784
-1,458 Reduced 98.12%
28 $49,000
Q4 2020

Feb 03, 2021

BUY
$107.6 - $108.11 $83,605 - $84,001
777 Added 109.59%
1,486 $161,000
Q3 2020

Nov 03, 2020

SELL
$107.69 - $108.53 $76,352 - $76,947
-709 Reduced 50.0%
709 $161,000
Q1 2020

Apr 15, 2020

BUY
$97.45 - $107.63 $69,092 - $76,309
709 Added 100.0%
1,418 $151,000
Q4 2019

Jan 29, 2020

BUY
$106.44 - $106.81 $75,465 - $75,728
709 New
709 $76,000

Others Institutions Holding SUB

About ISHARES SHORT-TERM NATIONAL MU


  • Ticker SUB
  • Sector ETFs
  • Industry ETFs
More about SUB
Track This Portfolio

Track Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth 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 Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.