Ballast 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 | $327K | Sell |
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|
2025
Q2 | $540K | Hold |
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|
2025
Q1 | $545K | Sell |
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|
2024
Q4 | $661K | Buy |
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|
2024
Q3 | $636K | Sell |
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|
2024
Q2 | $630K | Buy |
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|
2024
Q1 | $599K | Buy |
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|
2023
Q4 | $433K | Sell |
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|
2023
Q3 | $659K | Buy |
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|
2023
Q2 | $533K | Buy |
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|
2023
Q1 | $518K | Buy |
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|
2022
Q4 | $322K | Buy |
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|
2022
Q3 | $220K | Buy |
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|
2022
Q2 | $223K | Buy |
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|
2022
Q1 | $228K | Buy |
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|
2021
Q4 | $184K | Hold |
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|
2021
Q3 | $183K | Buy |
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|
2021
Q2 | $172K | Buy |
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|
2021
Q1 | $149K | Buy |
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|
2020
Q4 | $84K | Buy |
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