Aries 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 | $530K | Hold |
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|
2025
Q2 | $520K | Hold |
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|
2025
Q1 | $525K | Hold |
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|
2024
Q4 | $531K | Hold |
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|
2024
Q3 | $541K | Hold |
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|
2024
Q2 | $531K | Hold |
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|
2024
Q1 | $536K | Hold |
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|
2023
Q4 | $540K | Hold |
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|
2023
Q3 | $509K | Hold |
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|
2023
Q2 | $532K | Hold |
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|
2023
Q1 | $537K | Hold |
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|
2022
Q4 | $525K | Sell |
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|
2022
Q3 | $597K | Sell |
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|
2022
Q2 | $649K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $688K | Buy |
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|
2021
Q3 | $581K | Hold |
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|
2021
Q2 | $586K | Sell |
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|
2021
Q1 | $584K | Buy |
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|
2020
Q4 | $585K | Buy |
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