Ellis Investment Partners’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 | $524K | Buy |
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|
2025
Q2 | $510K | Buy |
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|
2025
Q1 | $510K | Buy |
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|
2024
Q4 | $513K | Buy |
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|
2024
Q3 | $518K | Buy |
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|
2024
Q2 | $504K | Buy |
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|
2024
Q1 | $461K | Buy |
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|
2023
Q4 | $462K | Buy |
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|
2023
Q3 | $433K | Buy |
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|
2023
Q2 | $448K | Buy |
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|
2023
Q1 | $449K | Buy |
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|
2022
Q4 | $438K | Buy |
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|
2022
Q3 | $203K | Buy |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $224K | Sell |
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|
2021
Q4 | $283K | Buy |
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|
2021
Q3 | $270K | Buy |
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|
2021
Q2 | $236K | Sell |
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|
2021
Q1 | $287K | Buy |
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|
2020
Q4 | $235K | Buy |
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|
2020
Q3 | $230K | Buy |
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|
2020
Q2 | $222K | Buy |
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|
2020
Q1 | $68K | Buy |
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|
2019
Q4 | $71K | Buy |
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|
2019
Q3 | $70K | Buy |
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|
2019
Q2 | $69K | Buy |
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