Collaborative 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
$399K Sell
2025
Q1
$442K Buy
2024
Q4
$436K Sell
2024
Q3
$510K Buy
2024
Q2
$434K Buy
2024
Q1
$434K Buy
2023
Q4
$383K Sell
2023
Q3
$545K Sell
2023
Q2
$1.27M Buy
2023
Q1
$1.25M Sell
2022
Q4
$1.23M Buy
2022
Q3
$1.16M Sell
2022
Q2
$1.25M Buy
2021
Q4
$1.39M Buy
2021
Q1
$1.31M Buy