Cedar Brook Financial Partners’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
Q2 | – | Sell |
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|
2024
Q1 | $674K | Sell |
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|
2023
Q4 | $718K | Sell |
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|
2023
Q3 | $803K | Sell |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $1M | Buy |
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|
2022
Q3 | $943K | Buy |
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|
2022
Q2 | $780K | Buy |
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|
2022
Q1 | $460K | Sell |
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|
2021
Q4 | $522K | Buy |
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|
2021
Q3 | $441K | Sell |
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|
2021
Q2 | $538K | Sell |
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|
2021
Q1 | $587K | Buy |
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|
2020
Q4 | $586K | Sell |
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|
2020
Q3 | $603K | Buy |
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|
2020
Q2 | $588K | Buy |
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|
2020
Q1 | $544K | Sell |
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|
2019
Q4 | $561K | Sell |
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|
2019
Q3 | $566K | Buy |
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|
2019
Q2 | $546K | Sell |
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|
2019
Q1 | $540K | Buy |
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|
2018
Q4 | $472K | Buy |
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