Altium 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
2022
Q2
$20.8M Buy
2022
Q1
$20.6M Buy
2021
Q4
$2.23M Buy
2021
Q3
$1.46M Buy
2021
Q2
$859K Buy
2021
Q1
$826K Sell
2020
Q4
$1.18M Buy
2020
Q3
$1.05M Hold
2020
Q2
$1.05M Buy
2020
Q1
$987K Buy
2019
Q4
$720K Sell
2019
Q3
$765K Sell
2019
Q2
$781K Buy
2019
Q1
$762K Sell
2018
Q4
$822K Sell
2018
Q3
$858K Sell
2018
Q2
$2.63M Buy
2018
Q1
$1.71M Sell
2017
Q4
$1.76M Buy