Dakota Wealth Management

Position in MUB — iShares National Muni Bond ETF

CIK 1631353 PALM BEACH GARDENS, FL

All Filings in MUB

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 MUB	$28,106,715	264,783	+3.9%	Shares	Sole	2026-08-26
2025-12-31 MUB	$27,293,877	254,821	+109.5%	Shares	Sole	2026-08-26
2025-09-30 MUB	$12,953,124	121,637	+8.6%	Shares	Sole	2025-11-10
2025-06-30 MUB	$11,705,730	112,038	+7.1%	Shares	Sole	2025-07-16
2025-03-31 MUB	$11,032,608	104,634	+4.0%	Shares	Sole	2025-05-02
2024-12-31 MUB	$10,717,971	100,591	+2.7%	Shares	Sole	2025-01-17
2024-09-30 MUB	$10,640,091	97,948	+19.3%	Shares	Sole	2024-10-23
2024-06-30 MUB	$8,748,607	82,108	-4.4%	Shares	Sole	2024-07-22
2024-03-31 MUB	$9,240,688	85,880	+63.5%	Shares	Sole	2024-04-24
2023-12-31 MUB	$5,695,644	52,538	+7.5%	Shares	Sole	2024-01-30
2023-09-30 MUB	$5,010,719	48,866	+29.4%	Shares	Sole	2023-10-24
2023-06-30 MUB	$4,030,765	37,766	+4.7%	Shares	Sole	2023-07-31
2023-03-31 MUB	$3,884,996	36,059	+1.3%	Shares	Sole	2023-04-14
2022-12-31 MUB	$3,756,089	35,596	+18.8%	Shares	Sole	2023-02-08
2022-09-30 MUB	$3,074,014	29,967	+35.0%	Shares	Other	2022-11-10
2022-06-30 MUB	$2,360,660	22,195	-17.1%	Shares	Sole	2022-08-05
2022-03-31 MUB	$2,934,076	26,761	-8.7%	Shares	Sole	2022-05-13
2021-12-31 MUB	$3,409,911	29,325	+11.2%	Shares	Sole	2022-02-10
2021-09-30 MUB	$3,062,821	26,365	+1.7%	Shares	Other	2021-11-15
2021-06-30 MUB	$3,038,410	25,925	+97.1%	Shares	Sole	2021-08-02
2021-03-31 MUB	$1,526,057	13,150	+61.8%	Shares	Sole	2021-05-10
2020-12-31 MUB	$952,484	8,127	+32.0%	Shares	Sole	2021-02-12
2020-09-30 MUB	$713,665	6,156	-20.3%	Shares	Sole	2020-11-04
2020-06-30 MUB	$891,695	7,727	+0.3%	Shares	Sole	2020-08-07
2020-03-31 MUB	$870,742	7,705	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.