Carson Wealth (CWM LLC)’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 | $68.2M | Buy |
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|
2025
Q2 | $54M | Buy |
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|
2025
Q1 | $53.6M | Sell |
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|
2024
Q4 | $72.8M | Sell |
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|
2024
Q3 | $86.1M | Buy |
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|
2024
Q2 | $72.4M | Buy |
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|
2024
Q1 | $49M | Buy |
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|
2023
Q4 | $35.7M | Sell |
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|
2023
Q3 | $37.6M | Buy |
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|
2023
Q2 | $38.7M | Buy |
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|
2023
Q1 | $36.8M | Buy |
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|
2022
Q4 | $33.3M | Buy |
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|
2022
Q3 | $31.9M | Buy |
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|
2022
Q2 | $18.6M | Buy |
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|
2022
Q1 | $15.6M | Buy |
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|
2021
Q4 | $13M | Buy |
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|
2021
Q2 | $13.8M | Hold |
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|
2021
Q1 | $13.8M | Hold |
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|
2020
Q4 | $13.8M | Hold |
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|
2020
Q3 | $13.8M | Hold |
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|
2020
Q2 | $13.8M | Hold |
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|
2020
Q1 | $13.8M | Hold |
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|
2019
Q4 | $13.8M | Hold |
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|
2019
Q3 | $13.8M | Hold |
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|
2019
Q2 | $13.8M | Hold |
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|
2019
Q1 | $13.8M | Buy |
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|
2018
Q4 | $329K | Buy |
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|
2018
Q3 | $273K | Buy |
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|
2018
Q2 | $255K | Sell |
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|
2018
Q1 | $255K | Buy |
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|
2017
Q4 | $177K | Buy |
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|
2017
Q3 | $36K | Buy |
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|
2017
Q2 | $11K | Sell |
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|
2017
Q1 | $1.08M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $32K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $26K | Buy |
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