Adero Partners’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
Q1 | $447K | Sell |
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|
2024
Q4 | $461K | Sell |
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|
2024
Q3 | $490K | Sell |
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|
2024
Q2 | $500K | Buy |
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|
2024
Q1 | $478K | Buy |
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|
2023
Q4 | $475K | Sell |
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|
2023
Q3 | $661K | Hold |
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|
2023
Q2 | $688K | Sell |
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|
2023
Q1 | $1.01M | Buy |
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|
2022
Q4 | $795K | Buy |
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|
2022
Q3 | $747K | Buy |
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|
2022
Q2 | $503K | Sell |
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|
2022
Q1 | $812K | Buy |
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|
2021
Q4 | $328K | Sell |
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|
2021
Q3 | $396K | Buy |
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|
2021
Q2 | $321K | Sell |
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|
2021
Q1 | $333K | Buy |
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|
2020
Q4 | $321K | Hold |
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|
2020
Q3 | $318K | Hold |
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|
2020
Q2 | $316K | Sell |
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|
2020
Q1 | $340K | Buy |
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|
2019
Q4 | $321K | Buy |
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