Altus 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
Q3 | $400K | Hold |
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|
2025
Q2 | $392K | Sell |
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|
2025
Q1 | $417K | Sell |
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|
2024
Q4 | $814K | Buy |
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|
2024
Q3 | $422K | Hold |
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|
2024
Q2 | $414K | Hold |
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|
2024
Q1 | $418K | Hold |
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|
2023
Q4 | $421K | Hold |
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|
2023
Q3 | $398K | Hold |
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|
2023
Q2 | $415K | Hold |
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|
2023
Q1 | $419K | Hold |
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|
2022
Q4 | $410K | Hold |
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|
2022
Q3 | $399K | Sell |
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|
2022
Q2 | $515K | Sell |
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|
2022
Q1 | $1.82M | Sell |
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|
2021
Q4 | $2.08M | Hold |
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|
2021
Q3 | $2.08M | Buy |
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|
2021
Q2 | $1.99M | Hold |
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|
2021
Q1 | $1.97M | Buy |
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|
2020
Q4 | $1.39M | Buy |
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|
2020
Q3 | $1.26M | Buy |
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