Alta Wealth Advisors’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
$579K Sell
2025
Q2
$631K Buy
2025
Q1
$636K Buy
2024
Q4
$642K Buy
2024
Q3
$614K Sell
2024
Q2
$854K Buy
2024
Q1
$846K Buy
2023
Q4
$779K Sell
2023
Q3
$825K Buy
2023
Q2
$850K Sell
2023
Q1
$939K Buy
2022
Q4
$875K Buy
2022
Q3
$313K Buy
2022
Q2
$310K Buy
2022
Q1
$319K Buy
2021
Q4
$295K Buy