Connecticut 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
$7.54M Buy
2025
Q1
$6.15M Buy
2024
Q4
$5.73M Sell
2024
Q3
$6.08M Sell
2024
Q2
$6.33M Buy
2024
Q1
$5.68M Sell
2023
Q4
$6.67M Buy
2023
Q3
$6.23M Sell
2023
Q2
$7.94M Sell
2023
Q1
$8.97M Buy
2022
Q4
$7.58M Buy
2022
Q3
$3.44M Buy
2022
Q2
$1.36M Buy
2019
Q1
Sell
2018
Q4
$286K Buy