Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $12.1M | Sell |
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|
2024
Q1 | $12.6M | Buy |
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|
2023
Q4 | $11.9M | Sell |
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|
2023
Q3 | $14.8M | Buy |
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|
2023
Q2 | $13.8M | Buy |
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|
2023
Q1 | $10.4M | Hold |
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|
2022
Q4 | $10.4M | Sell |
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|
2022
Q3 | $11M | Sell |
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|
2022
Q2 | $16.2M | Sell |
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|
2022
Q1 | $18.8M | Sell |
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|
2021
Q4 | $23.4M | Buy |
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|
2021
Q3 | $16.5M | Buy |
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|
2021
Q2 | $12.2M | Buy |
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|
2021
Q1 | $10.7M | Buy |
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|
2020
Q4 | $8.28M | Buy |
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|
2020
Q3 | $4.39M | Buy |
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|
2020
Q2 | $3.06M | Buy |
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|
2020
Q1 | $1.42M | Buy |
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|
2019
Q4 | $1.25M | Buy |
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|
2019
Q3 | $1.08M | Buy |
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|
2019
Q2 | $702K | Hold |
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|
2019
Q1 | $690K | Sell |
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|
2018
Q4 | $739K | Sell |
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|
2018
Q3 | $801K | Sell |
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|
2018
Q2 | $852K | Sell |
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|
2018
Q1 | $975K | Sell |
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|
2017
Q4 | $1.02M | Buy |
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|
2017
Q3 | $750K | Buy |
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|
2017
Q2 | $560K | Buy |
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|
2017
Q1 | $339K | Buy |
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|
2016
Q4 | $212K | Sell |
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|
2016
Q3 | $437K | Buy |
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|
2016
Q2 | $420K | Sell |
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|
2016
Q1 | $485K | Sell |
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|
2015
Q4 | $500K | Buy |
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|
2015
Q3 | $362K | Buy |
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|
2015
Q2 | $339K | Sell |
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|
2015
Q1 | $546K | Buy |
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|
2014
Q4 | $390K | Buy |
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|
2014
Q3 | $320K | Buy |
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|
2014
Q2 | $253K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $209K | Sell |
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|
2013
Q2 | $604K | Buy |
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