Bartlett & Co Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Bartlett & Co Wealth Management’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.74M	Sell	64,515 -329	-0.5%	-$34.4K	0.09%	121
2025 Q1	$6.84M	Sell	64,844 -2,233	-3%	-$235K	0.1%	117
2024 Q4	$7.15M	Buy	67,077 +930	+1%	+$99.1K	0.1%	117
2024 Q3	$7.19M	Sell	66,147 -1,199	-2%	-$130K	0.1%	117
2024 Q2	$7.18M	Buy	67,346 +4,869	+8%	+$519K	0.11%	111
2024 Q1	$6.72M	Buy	62,477 +2,728	+5%	+$294K	0.1%	121
2023 Q4	$6.48M	Sell	59,749 -31,393	-34%	-$3.41M	0.11%	126
2023 Q3	$9.35M	Buy	91,142 +3,113	+4%	+$319K	0.17%	95
2023 Q2	$9.4M	Sell	88,029 -934	-1%	-$99.7K	0.16%	97
2023 Q1	$9.58M	Buy	88,963 +242	+0.3%	+$26.1K	0.19%	94
2022 Q4	$9.36M	Sell	88,721 -7,758	-8%	-$819K	0.19%	95
2022 Q3	$9.9M	Sell	96,479 -1,715	-2%	-$176K	0.21%	87
2022 Q2	$10.4M	Buy	98,194 +26,010	+36%	+$2.77M	0.21%	91
2022 Q1	$7.91M	Buy	72,184 +4,190	+6%	+$459K	0.14%	109
2021 Q4	$7.91M	Buy	67,994 +3,616	+6%	+$420K	0.13%	111
2021 Q3	$7.48M	Buy	64,378 +5,474	+9%	+$636K	0.14%	104
2021 Q2	$6.9M	Sell	58,904 -1,575	-3%	-$185K	0.13%	114
2021 Q1	$7.02M	Buy	60,479 +1,500	+3%	+$174K	0.14%	108
2020 Q4	$6.91M	Buy	58,979 +6,502	+12%	+$762K	0.15%	111
2020 Q3	$6.08M	Buy	52,477 +1,505	+3%	+$174K	0.14%	112
2020 Q2	$5.88M	Buy	50,972 +9,945	+24%	+$1.15M	0.15%	112
2020 Q1	$4.64M	Buy	41,027 +1,797	+5%	+$203K	0.14%	114
2019 Q4	$4.47M	Buy	39,230 +3,485	+10%	+$397K	0.11%	128
2019 Q3	$4.08M	Buy	35,745 +8,020	+29%	+$915K	0.11%	126
2019 Q2	$3.14M	Buy	27,725 +2,720	+11%	+$308K	0.12%	105
2019 Q1	$2.78M	Buy	25,005 +895	+4%	+$99.5K	0.11%	112
2018 Q4	$2.63M	Buy	24,110 +10,945	+83%	+$1.19M	0.11%	112
2018 Q3	$1.42M	Buy	13,165 +3,100	+31%	+$335K	0.05%	147
2018 Q2	$1.1M	Buy	10,065 +2,865	+40%	+$312K	0.04%	157
2018 Q1	$784K	Buy	+7,200	New	+$784K	0.03%	175