Triad Wealth Partners, LLC Ishares National Muni Bond ETF Transaction History

Triad Wealth Partners, LLC

$322 Billion
Q1 2025

A detailed history of Triad Wealth Partners, LLC transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 9,210 shares of MUB stock, worth $964,563. This represents 0.3% of its overall portfolio holdings.

Number of Shares

9,210

Previous 20,393 54.84%

Holding current value

$964,563

Previous $2.17 Billion 55.31%

% of portfolio

0.3%

Previous 0.78%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$104.71 - $107.69 $1.17 Million - $1.2 Million	-11,183 Reduced 54.84%	9,210 $971 Million
Q4 2024 Feb 06, 2025	BUY	$105.78 - $108.7 $81,344 - $83,590	769 Added 3.92%	20,393 $2.17 Billion
Q3 2024 Oct 21, 2024	BUY	$106.13 - $108.7 $1.04 Million - $1.06 Million	9,765 Added 99.05%	19,624 $2.13 Billion
Q2 2024 Jul 18, 2024	BUY	$105.37 - $107.16 $1.04 Million - $1.06 Million	9,859 New	9,859 $1.05 Billion

Others Institutions Holding MUB

# of Institutions

1,672

Shares Held

338M

Call Options Held

940K

Put Options Held

4.43M

View Full List

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
Sector ETFs
Industry ETFs

More about MUB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Triad Wealth Partners, LLC with notifications on news.

Account

Triad Wealth Partners, LLC Ishares National Muni Bond ETF Transaction History