EP Wealth Advisors’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
Q2 | $88.3M | Sell |
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|
2025
Q1 | $100M | Sell |
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|
2024
Q4 | $112M | Buy |
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|
2024
Q3 | $102M | Buy |
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|
2024
Q2 | $96.8M | Sell |
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|
2024
Q1 | $102M | Sell |
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|
2023
Q4 | $113M | Buy |
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|
2023
Q3 | $28.6M | Buy |
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|
2023
Q2 | $27.9M | Sell |
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|
2023
Q1 | $674K | Sell |
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|
2022
Q4 | $72.9M | Buy |
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|
2022
Q3 | $34.4M | Sell |
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|
2022
Q2 | $45.3M | Buy |
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|
2022
Q1 | $16.8M | Buy |
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|
2021
Q4 | $7.19M | Buy |
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|
2021
Q3 | $7.01M | Sell |
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|
2021
Q2 | $8.23M | Sell |
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|
2021
Q1 | $9.43M | Buy |
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|
2020
Q4 | $5.87M | Buy |
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|
2020
Q3 | $4.83M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $3.4M | Sell |
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|
2019
Q4 | $3.43M | Buy |
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|
2019
Q3 | $3.16M | Buy |
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|
2019
Q2 | $2.45M | Sell |
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|
2019
Q1 | $2.65M | Sell |
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|
2018
Q4 | $8.45M | Buy |
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|
2018
Q3 | $1.44M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.13M | Buy |
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