Engrave Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $716K | Buy |
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|
2023
Q3 | $673K | Sell |
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|
2023
Q2 | $802K | Sell |
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|
2023
Q1 | $881K | Sell |
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $1.86M | Sell |
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|
2022
Q2 | $1.98M | Buy |
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|
2022
Q1 | $1.5M | Sell |
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|
2021
Q4 | $3.54M | Sell |
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|
2021
Q3 | $3.56M | Buy |
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|
2021
Q2 | $3.1M | Buy |
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|
2021
Q1 | $1.89M | Buy |
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