Caldwell Trust’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 | $2.72M | Sell |
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|
2025
Q2 | $3.04M | Buy |
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|
2025
Q1 | $3.02M | Sell |
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|
2024
Q4 | $3.27M | Buy |
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|
2024
Q3 | $2.41M | Sell |
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|
2024
Q2 | $2.48M | Sell |
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|
2024
Q1 | $2.56M | Buy |
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|
2023
Q4 | $2.29M | Sell |
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|
2023
Q3 | $2.45M | Sell |
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|
2023
Q2 | $2.79M | Sell |
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|
2023
Q1 | $2.91M | Buy |
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|
2022
Q4 | $2.43M | Sell |
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|
2022
Q3 | $2.45M | Sell |
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|
2022
Q2 | $2.59M | Sell |
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|
2022
Q1 | $2.68M | Buy |
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|
2021
Q4 | $2.79M | Buy |
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|
2021
Q3 | $2.58M | Buy |
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|
2021
Q2 | $2.48M | Buy |
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|
2021
Q1 | $2.26M | Buy |
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|
2020
Q4 | $2.09M | Buy |
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|
2020
Q3 | $2.03M | Sell |
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|
2020
Q2 | $2.04M | Sell |
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|
2020
Q1 | $2.04M | Buy |
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|
2019
Q4 | $1.81M | Buy |
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