Donaldson Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Donaldson Capital Management’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.47M	Buy
2025 Q2	$746K	Hold
2025 Q1	$752K	Sell
2024 Q4	$935K	Buy
2024 Q3	$924K	Buy
2024 Q2	$710K	Buy
2024 Q1	–	Sell
2023 Q4	$211K	Buy