Compass Ion 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
2023
Q4
Sell
2023
Q3
$454K Buy
2022
Q1
Sell
2021
Q4
$1.5M Buy
2021
Q3
$972K Buy
2021
Q2
$967K Sell
2021
Q1
$1.67M Buy
2020
Q4
$871K Buy
2020
Q3
$853K Buy