Charles Schwab 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $927M | Sell |
|
|||||
|
2023
Q4 | $974M | Sell |
|
|||||
|
2023
Q3 | $980M | Buy |
|
|||||
|
2023
Q2 | $568M | Buy |
|
|||||
|
2023
Q1 | $561M | Buy |
|
|||||
|
2022
Q4 | $549M | Sell |
|
|||||
|
2022
Q3 | $978M | Buy |
|
|||||
|
2022
Q2 | $457M | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $312K | Buy |
|
|||||
|
2020
Q4 | $282K | Buy |
|
|||||
|
2020
Q3 | $214K | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $59.2M | Buy |
|