Appleton 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
Q2
Sell
2025
Q1
$868K Sell
2024
Q4
$1.97M Buy
2024
Q3
$443K Buy
2024
Q2
$253K Sell
2024
Q1
$636K Buy