Beta Wealth Group’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 | – | Sell |
|
|||||
|
2025
Q1 | $373K | Sell |
|
|||||
|
2024
Q4 | $497K | Sell |
|
|||||
|
2024
Q3 | $546K | Sell |
|
|||||
|
2024
Q2 | $545K | Buy |
|
|||||
|
2024
Q1 | $518K | Sell |
|
|||||
|
2023
Q4 | $658K | Sell |
|
|||||
|
2023
Q3 | $6.51M | Sell |
|
|||||
|
2023
Q2 | $6.84M | Buy |
|
|||||
|
2023
Q1 | $6.8M | Buy |
|
|||||
|
2022
Q4 | $1.63M | Buy |
|
|||||
|
2022
Q3 | $1.14M | Sell |
|
|||||
|
2022
Q2 | $7.4M | Buy |
|
|||||
|
2022
Q1 | $563K | Buy |
|