Chesapeake 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Sell |
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|
2025
Q1 | $472K | Sell |
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|
2024
Q4 | $730K | Buy |
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|
2024
Q3 | $616K | Buy |
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|
2024
Q2 | $547K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $224K | Sell |
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|
2021
Q4 | $548K | Sell |
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|
2021
Q3 | $606K | Sell |
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|
2021
Q2 | $642K | Buy |
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|
2021
Q1 | $634K | Hold |
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|
2020
Q4 | $640K | Buy |
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|
2020
Q3 | $590K | Buy |
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|
2020
Q2 | $538K | Hold |
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|
2020
Q1 | $527K | Hold |
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|
2019
Q4 | $531K | Buy |
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|
2019
Q3 | $495K | Buy |
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|
2019
Q2 | $472K | Buy |
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|
2019
Q1 | $372K | Sell |
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|
2018
Q4 | $371K | Sell |
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|
2018
Q3 | $390K | Sell |
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|
2018
Q2 | $431K | Sell |
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|
2018
Q1 | $460K | Buy |
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