Cassady Schiller Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $47.8K | Sell |
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2024
Q2 | $77K | Sell |
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|
2024
Q1 | $165K | Hold |
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|
2023
Q4 | $166K | Sell |
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|
2023
Q3 | $314K | Sell |
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|
2023
Q2 | $503K | Buy |
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|
2023
Q1 | $474K | Buy |
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|
2022
Q4 | $452K | Sell |
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $1.08M | Buy |
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|
2022
Q1 | $796K | Buy |
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|
2021
Q4 | $394K | Buy |
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