Benchmark 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
Q2
$249K Buy
2022
Q4
Sell
2022
Q3
$570K Sell
2022
Q2
$688K Buy
2022
Q1
$659K Hold
2021
Q4
$699K Hold
2021
Q3
$699K Hold
2021
Q2
$705K Hold
2021
Q1
$698K Hold
2020
Q4
$705K Hold
2020
Q3
$697K Hold
2020
Q2
$694K Sell
2020
Q1
$858K Hold
2019
Q4
$865K Buy