BerganKDV 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
2023
Q2
$545K Sell
2023
Q1
$557K Buy
2022
Q4
$539K Buy
2022
Q3
$29K Sell
2022
Q2
$57K Hold
2022
Q1
$58K Hold
2021
Q4
$62K Sell
2021
Q3
$137K Buy
2021
Q2
$62K Hold
2021
Q1
$62K Hold
2020
Q4
$62K Buy