Ballentine Capital 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
Sell
2025
Q2
$744K Hold
2025
Q1
$751K Hold
2024
Q4
$759K Sell
2024
Q3
$906K Hold
2024
Q2
$889K Hold
2024
Q1
$893K Hold
2023
Q4
$900K Buy