9258 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $503K | Buy |
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|
2024
Q2 | $446K | Sell |
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|
2024
Q1 | $553K | Buy |
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|
2023
Q4 | $551K | Sell |
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|
2023
Q3 | $613K | Sell |
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|
2023
Q2 | $652K | Sell |
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|
2023
Q1 | $669K | Buy |
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|
2022
Q4 | $643K | Buy |
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|
2022
Q3 | $561K | Buy |
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|
2022
Q2 | $367K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $455K | Buy |
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