Confluence Wealth Services’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 | $8.1M | Buy |
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|
2025
Q1 | $7.84M | Buy |
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|
2024
Q4 | $4.71M | Buy |
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|
2024
Q3 | $3.98M | Buy |
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|
2024
Q2 | $3.19M | Buy |
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|
2024
Q1 | $2.61M | Buy |
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|
2023
Q4 | $1.04M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $229K | Sell |
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|
2022
Q2 | $248K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $85K | Buy |
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