Elmwood 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
Q3
$1.3M Sell
2025
Q2
$1.28M Hold
2025
Q1
$1.29M Hold
2024
Q4
$1.31M Hold
2024
Q3
$1.33M Buy
2024
Q2
$1.26M Sell
2024
Q1
$1.49M Sell
2023
Q4
$1.51M Buy
2023
Q3
$1.39M Buy
2022
Q1
Sell
2021
Q4
$36K Buy