Bogart Wealth 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
Q3 | $179K | Hold |
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|
2025
Q2 | $175K | Hold |
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|
2025
Q1 | $177K | Hold |
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|
2024
Q4 | $179K | Buy |
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|
2024
Q3 | $171K | Buy |
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|
2024
Q2 | $57.3K | Sell |
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|
2024
Q1 | $115K | Buy |
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|
2023
Q4 | $58.3K | Buy |
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|
2023
Q3 | $205 | Hold |
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|
2023
Q2 | $213 | Hold |
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|
2023
Q1 | $215 | Sell |
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|
2022
Q4 | $950 | Sell |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $42K | Buy |
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|
2022
Q1 | $24K | Sell |
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|
2021
Q4 | $34K | Buy |
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|
2021
Q3 | $26K | Buy |
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|
2021
Q2 | $25K | Buy |
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|
2021
Q1 | $23K | Sell |
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|
2020
Q4 | $47K | Hold |
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|
2020
Q3 | $47K | Buy |
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