Cooper Financial Group’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
$384K Buy
2025
Q1
Sell
2024
Q4
$291K Sell
2024
Q3
$372K Sell
2024
Q2
$425K Sell
2024
Q1
$650K Hold
2023
Q4
$655K Sell
2023
Q3
$752K Buy
2023
Q2
$745K Sell
2023
Q1
$860K Buy
2022
Q4
$585K Buy
2022
Q1
Sell
2021
Q4
$825K Sell
2021
Q3
$1.5M Buy
2021
Q2
$1.5M Buy
2021
Q1
$976K Buy
2020
Q4
$757K Buy