Cary Street Partners Investment Advisory’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
Q4 | $335K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.59M | Buy |
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|
2024
Q2 | $1.55M | Buy |
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|
2024
Q1 | $1.49M | Hold |
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|
2023
Q4 | $1.5M | Sell |
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|
2023
Q3 | $1.47M | Buy |
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|
2023
Q2 | $1.52M | Buy |
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|
2023
Q1 | $1.52M | Buy |
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|
2022
Q4 | $1.44M | Buy |
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|
2022
Q3 | $730K | Buy |
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|
2022
Q2 | $701K | Buy |
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|
2022
Q1 | $295K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $50K | Buy |
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