Concord Wealth Partners’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 | $81.1K | Sell |
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|
2025
Q2 | $207K | Sell |
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2025
Q1 | $236K | Sell |
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|
2024
Q4 | $305K | Sell |
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|
2024
Q3 | $322K | Sell |
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|
2024
Q2 | $330K | Sell |
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|
2024
Q1 | $690K | Sell |
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|
2023
Q4 | $1M | Sell |
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|
2023
Q3 | $1.46M | Sell |
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|
2023
Q2 | $1.96M | Buy |
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|
2023
Q1 | $1.87M | Sell |
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|
2022
Q4 | $2.39M | Sell |
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|
2022
Q3 | $2.48M | Sell |
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|
2022
Q2 | $2.62M | Sell |
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|
2022
Q1 | $2.93M | Sell |
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|
2021
Q4 | $3.26M | Buy |
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|
2021
Q3 | $2.01M | Sell |
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|
2021
Q2 | $3.14M | Sell |
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|
2021
Q1 | $6.66M | Sell |
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|
2020
Q4 | $12.4M | Buy |
|