Colonial Trust Advisors’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
$210K Sell
2025
Q1
$402K Buy
2024
Q4
$214K Hold
2024
Q3
$218K Buy
2024
Q2
$134K Sell
2024
Q1
$137K Sell
2023
Q4
$324K Hold
2023
Q3
$307K Sell
2023
Q2
$352K Sell
2023
Q1
$384K Buy
2022
Q4
$336K Buy
2022
Q3
$299K Buy