Burt Wealth Advisors’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 | $4.53M | Buy |
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|
2025
Q2 | $4.24M | Sell |
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|
2025
Q1 | $7.16M | Sell |
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|
2024
Q4 | $7.36M | Sell |
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|
2024
Q3 | $7.51M | Buy |
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|
2024
Q2 | $7.33M | Sell |
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|
2024
Q1 | $7.81M | Buy |
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|
2023
Q4 | $6.84M | Sell |
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|
2023
Q3 | $8.13M | Sell |
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|
2023
Q2 | $9.61M | Buy |
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|
2023
Q1 | $8.57M | Buy |
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|
2022
Q4 | $7.96M | Sell |
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|
2022
Q3 | $8.35M | Sell |
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|
2022
Q2 | $10.5M | Buy |
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|
2022
Q1 | $9.37M | Buy |
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|
2021
Q4 | $6.39M | Buy |
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|
2021
Q3 | $4.34M | Buy |
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|
2021
Q2 | $3.56M | Buy |
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|
2021
Q1 | $2.14M | Buy |
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|
2020
Q4 | $870K | Buy |
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|
2020
Q3 | $658K | Buy |
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