Carolinas Wealth Consulting’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
Sell
2025
Q1
$333K Sell
2024
Q4
$365K Buy
2024
Q3
$369K Sell
2024
Q2
$519K Buy
2024
Q1
$167K Buy
2023
Q4
$163K Buy
2023
Q3
$151K Sell
2023
Q2
$197K Buy
2023
Q1
$131K Buy
2022
Q4
$113K Buy
2021
Q4
Sell
2021
Q3
$12K Buy
2021
Q2
$13K Hold
2021
Q1
$12K Buy
2020
Q4
$11K Buy
2020
Q3
$1K Buy