Charter Oak Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $386K | Sell |
|
|||||
|
2025
Q2 | $387K | Sell |
|
|||||
|
2025
Q1 | $575K | Buy |
|
|||||
|
2024
Q4 | $381K | Sell |
|
|||||
|
2024
Q3 | $471K | Sell |
|
|||||
|
2024
Q2 | $560K | Sell |
|
|||||
|
2024
Q1 | $630K | Buy |
|
|||||
|
2023
Q4 | $468K | Sell |
|
|||||
|
2023
Q3 | $485K | Sell |
|
|||||
|
2023
Q2 | $859K | Buy |
|
|||||
|
2023
Q1 | $841K | Sell |
|
|||||
|
2022
Q4 | $877K | Sell |
|
|||||
|
2022
Q3 | $914K | Sell |
|
|||||
|
2022
Q2 | $1.01M | Sell |
|
|||||
|
2022
Q1 | $1.66M | Sell |
|
|||||
|
2021
Q4 | $1.94M | Buy |
|
|||||
|
2021
Q3 | $1.75M | Buy |
|
|||||
|
2021
Q2 | $1.51M | Buy |
|
|||||
|
2021
Q1 | $1.26M | Buy |
|
|||||
|
2020
Q4 | $850K | Buy |
|