Concord Asset Management (Virginia)’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
Sell
2025
Q2
$207K Buy
2024
Q2
Sell
2024
Q1
$370K Sell
2023
Q4
$546K Sell
2023
Q3
$728K Sell
2023
Q2
$968K Sell
2023
Q1
$1.11M Buy
2022
Q4
$494K Sell
2022
Q3
$752K Sell
2022
Q2
$783K Sell
2022
Q1
$847K Buy
2021
Q4
$763K Buy