Total Wealth Planning, LLC Ishares Short Term National Mu Transaction History

Total Wealth Planning, LLC

$744 Million
Q2 2025

A detailed history of Total Wealth Planning, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Total Wealth Planning, LLC holds 7,790 shares of SUB stock, worth $830,725. This represents 0.11% of its overall portfolio holdings.

Number of Shares

7,790

Previous 8,371 6.94%

Holding current value

$830,725

Previous $883,000 6.23%

% of portfolio

0.11%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$104.77 - $106.34 $60,871 - $61,783	-581 Reduced 6.94%	7,790 $828,000
Q1 2025 Apr 15, 2025	BUY	$105.3 - $106.24 $6,318 - $6,374	60 Added 0.72%	8,371 $883,000
Q4 2024 Jan 15, 2025	SELL	$104.94 - $106.2 $276,936 - $280,261	-2,639 Reduced 24.1%	8,311 $876,000
Q2 2024 Aug 02, 2024	SELL	$104.04 - $104.8 $153,563 - $154,684	-1,476 Reduced 11.88%	10,950 $1.14 Million
Q1 2024 Apr 18, 2024	SELL	$104.73 - $105.42 $44,196 - $44,487	-422 Reduced 3.28%	12,426 $1.3 Million
Q4 2023 Feb 05, 2024	SELL	$102.62 - $105.46 $235,512 - $242,030	-2,295 Reduced 15.16%	12,848 $1.35 Million
Q3 2023 Nov 08, 2023	BUY	$102.82 - $104.26 $1.56 Million - $1.58 Million	15,143 New	15,143 $1.56 Million

Others Institutions Holding SUB

# of Institutions

953

Shares Held

80.2M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

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Total Wealth Planning, LLC Ishares Short Term National Mu Transaction History