Carl P. Sherr & Co’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
$1.05M Sell
2025
Q1
$1.16M Buy
2024
Q4
$1.15M Sell
2024
Q3
$1.62M Sell
2024
Q2
$1.79M Hold
2024
Q1
$1.81M Hold
2023
Q4
$1.82M Buy
2023
Q3
$1.23M Hold
2023
Q2
$1.28M Buy
2023
Q1
$719K Hold
2022
Q4
$704K Sell
2022
Q3
$1.48M Hold
2022
Q2
$1.54M Hold
2022
Q1
$1.58M Hold
2021
Q4
$1.68M Hold
2021
Q3
$1.68M Hold
2021
Q2
$1.69M Hold
2021
Q1
$1.68M Hold
2020
Q4
$1.69M Buy
2020
Q3
$1.45M Buy
2020
Q2
$1.42M Hold
2020
Q1
$1.4M Buy
2019
Q4
$1.39M Buy