Congress Wealth Management’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 | $4.56M | Sell |
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|
2025
Q1 | $4.69M | Buy |
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|
2024
Q4 | $3.04M | Buy |
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|
2024
Q3 | $2.74M | Buy |
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|
2024
Q2 | $2.63M | Sell |
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|
2024
Q1 | $2.92M | Sell |
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|
2023
Q4 | $3.29M | Sell |
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|
2023
Q3 | $3.34M | Buy |
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|
2023
Q2 | $2.1M | Sell |
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|
2023
Q1 | $2.23M | Sell |
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|
2022
Q4 | $2.22M | Sell |
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|
2022
Q3 | $8.26M | Sell |
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|
2022
Q2 | $8.73M | Buy |
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|
2022
Q1 | $8.83M | Sell |
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|
2021
Q4 | $11.1M | Buy |
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