Sugarloaf Wealth Management, LLC Ishares Short Term National Mu Transaction History

Sugarloaf Wealth Management, LLC

$493 Million
Q3 2024

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%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

826

Shares Held

68.5M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

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Sugarloaf Wealth Management, LLC Ishares Short Term National Mu Transaction History