Betterment LLC’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 | $1.94B | Buy |
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|
2025
Q1 | $1.94B | Buy |
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|
2024
Q4 | $1.95B | Buy |
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|
2024
Q3 | $1.83B | Buy |
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|
2024
Q2 | $1.68B | Buy |
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|
2024
Q1 | $1.44B | Buy |
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|
2023
Q4 | $1.06B | Sell |
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|
2023
Q3 | $1.05B | Buy |
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|
2023
Q2 | $1.05B | Buy |
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|
2023
Q1 | $1.05B | Buy |
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|
2022
Q4 | $1.02B | Buy |
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|
2022
Q3 | $746M | Hold |
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|
2022
Q2 | $746M | Sell |
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|
2022
Q1 | $839M | Sell |
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|
2021
Q4 | $1.22B | Buy |
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|
2021
Q3 | $1.14B | Buy |
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|
2021
Q2 | $1.07B | Buy |
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|
2021
Q1 | $948M | Buy |
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|
2020
Q4 | $828M | Buy |
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|
2020
Q3 | $684M | Buy |
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|
2020
Q2 | $613M | Buy |
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|
2020
Q1 | $560M | Sell |
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|
2019
Q4 | $759M | Buy |
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|
2019
Q3 | $663M | Hold |
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|
2019
Q2 | $663M | Buy |
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|
2019
Q1 | $615M | Buy |
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|
2018
Q4 | $570M | Buy |
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|
2018
Q3 | $533M | Sell |
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|
2018
Q2 | $700M | Sell |
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|
2018
Q1 | $706M | Buy |
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|
2017
Q4 | $702M | Buy |
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|
2017
Q3 | $609M | Buy |
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|
2017
Q2 | $501M | Buy |
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|
2017
Q1 | $405M | Buy |
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|
2016
Q4 | $353M | Sell |
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|
2016
Q3 | $440M | Buy |
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|
2016
Q2 | $370M | Buy |
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|
2016
Q1 | $307M | Buy |
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|
2015
Q4 | $262M | Buy |
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|
2015
Q3 | $219M | Buy |
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|
2015
Q2 | $194M | Buy |
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|
2015
Q1 | $136M | Buy |
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|
2014
Q4 | $60.5M | Buy |
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