AllSquare 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
Q2 | $123K | Hold |
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|
2025
Q1 | $124K | Hold |
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|
2024
Q4 | $126K | Sell |
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|
2024
Q3 | $129K | Hold |
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|
2024
Q2 | $126K | Hold |
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|
2024
Q1 | $128K | Sell |
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|
2023
Q4 | $139K | Hold |
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|
2023
Q3 | $132K | Hold |
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|
2023
Q2 | $137K | Hold |
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|
2023
Q1 | $138K | Hold |
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|
2022
Q4 | $136K | Sell |
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|
2022
Q3 | $132K | Hold |
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|
2022
Q2 | $137K | Hold |
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|
2022
Q1 | $141K | Hold |
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|
2021
Q4 | $150K | Hold |
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|
2021
Q3 | $150K | Hold |
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|
2021
Q2 | $151K | Hold |
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|
2021
Q1 | $150K | Hold |
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|
2020
Q4 | $151K | Hold |
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|
2020
Q3 | $150K | Sell |
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|
2020
Q2 | $158K | Hold |
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|
2020
Q1 | $155K | Hold |
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|
2019
Q4 | $156K | Hold |
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|
2019
Q3 | $156K | Hold |
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|
2019
Q2 | $155K | Hold |
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|
2019
Q1 | $152K | Hold |
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|
2018
Q4 | $149K | Buy |
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|
2018
Q3 | $141K | Hold |
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|
2018
Q2 | $142K | Hold |
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|
2018
Q1 | $142K | Hold |
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|
2017
Q4 | $144K | Sell |
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|
2017
Q3 | $145K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $143K | Hold |
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|
2016
Q4 | $142K | Hold |
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|
2016
Q3 | $148K | Hold |
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|
2016
Q2 | $149K | Sell |
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|
2016
Q1 | $151K | Sell |
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|
2015
Q4 | $194K | Hold |
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|
2015
Q3 | $192K | Hold |
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|
2015
Q2 | $189K | Buy |
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|
2015
Q1 | $190K | Hold |
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|
2014
Q4 | $190K | Buy |
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