Wealth Management Resources, Inc. Ishares National Muni Bond ETF Transaction History

Wealth Management Resources, Inc.

$309 Million
Q3 2025

A detailed history of Wealth Management Resources, Inc. transactions in Ishares National Muni Bond ETF stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 45,634 shares of MUB stock, worth $4.9 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares

45,634

Previous 48,008 4.95%

Holding current value

$4.9 Million

Previous $5.02 Million 3.11%

% of portfolio

1.57%

Previous 1.71%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	SELL	$103.24 - $106.68 $245,091 - $253,258	-2,374 Reduced 4.95%	45,634 $4.86 Million
Q2 2025 Jul 24, 2025	SELL	$102.31 - $105.8 $930,918 - $962,674	-9,099 Reduced 15.93%	48,008 $5.02 Million
Q1 2025 Apr 23, 2025	SELL	$104.71 - $107.69 $229,210 - $235,733	-2,189 Reduced 3.69%	57,107 $6.02 Million
Q4 2024 Jan 21, 2025	SELL	$105.78 - $108.7 $510,388 - $524,477	-4,825 Reduced 7.52%	59,296 $6.32 Million
Q3 2024 Oct 31, 2024	SELL	$106.13 - $108.7 $434,814 - $445,343	-4,097 Reduced 6.01%	64,121 $6.97 Million
Q2 2024 Jul 17, 2024	BUY	$105.37 - $107.16 $2.32 Million - $2.36 Million	21,999 Added 47.6%	68,218 $7.27 Million
Q1 2024 Apr 19, 2024	BUY	$107.41 - $108.76 $743,706 - $753,054	6,924 Added 17.62%	46,219 $4.97 Million
Q4 2023 Jan 19, 2024	BUY	$100.97 - $108.77 $1.76 Million - $1.9 Million	17,454 Added 79.91%	39,295 $4.26 Million
Q3 2023 Oct 24, 2023	BUY	$102.54 - $107.39 $1.85 Million - $1.94 Million	18,071 Added 479.34%	21,841 $2.24 Million
Q2 2023 Jul 11, 2023	BUY	$105.16 - $108.58 $396,453 - $409,346	3,770 New	3,770 $402,000
Q1 2022 Apr 20, 2022	SELL	$109.33 - $116.18 $222,486 - $236,426	-2,035 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$115.39 - $116.62 $234,818 - $237,321	2,035 New	2,035 $237,000

Others Institutions Holding MUB

# of Institutions

1,747

Shares Held

320M

Call Options Held

5.73M

Put Options Held

2.36M

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 Wealth Management Resources, Inc., based on Form 13F filings with the SEC.

News

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

Account

Wealth Management Resources, Inc. Ishares National Muni Bond ETF Transaction History