Emerson Wealth’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
2022
Q2
$407K Hold
2022
Q1
$419K Buy
2021
Q4
$440K Buy
2021
Q3
$433K Buy
2021
Q2
$433K Buy
2021
Q1
$417K Buy
2020
Q4
$307K Buy
2020
Q3
$303K Sell
2020
Q2
$303K Buy
2020
Q1
$280K Sell
2019
Q4
$320K Sell
2019
Q3
$322K Buy
2019
Q2
$309K Buy
2019
Q1
$276K Sell
2018
Q4
$338K Buy