4J Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $871K | Sell |
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|
2025
Q2 | $871K | Sell |
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|
2025
Q1 | $935K | Sell |
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|
2024
Q4 | $950K | Sell |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $2.91M | Sell |
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|
2023
Q3 | $2.92M | Buy |
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|
2023
Q2 | $3.04M | Sell |
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|
2023
Q1 | $3.26M | Sell |
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|
2022
Q4 | $3.23M | Buy |
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|
2022
Q3 | $1.51M | Buy |
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|
2022
Q2 | $1.38M | Sell |
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|
2022
Q1 | $1.93M | Buy |
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|
2021
Q4 | $1.84M | Buy |
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|
2021
Q3 | $1.8M | Buy |
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|
2021
Q2 | $1.81M | Sell |
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|
2021
Q1 | $2.08M | Sell |
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|
2020
Q4 | $2.3M | Buy |
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