EWM
Evercore Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Hold |
4,297
| – | – | 0.01% | 296 |
|
|
2025
Q1 | $453K | Sell |
4,297
-37
| -0.9% | -$3.9K | 0.01% | 277 |
|
|
2024
Q4 | $462K | Sell |
4,334
-368
| -8% | -$39.2K | 0.01% | 287 |
|
|
2024
Q3 | $511K | Hold |
4,702
| – | – | 0.01% | 276 |
|
|
2024
Q2 | $501K | Hold |
4,702
| – | – | 0.01% | 276 |
|
|
2024
Q1 | $506K | Hold |
4,702
| – | – | 0.01% | 282 |
|
|
2023
Q4 | $510K | Buy |
+4,702
| New | +$510K | 0.01% | 280 |
|
|
2019
Q4 | – | Sell |
-2,242
| Closed | -$256K | – | 406 |
|
|
2019
Q3 | $256K | Buy |
+2,242
| New | +$256K | 0.01% | 358 |
|
|
2019
Q2 | – | Sell |
-1,843
| Closed | -$205K | – | 419 |
|
|
2019
Q1 | $205K | Buy |
+1,843
| New | +$205K | 0.01% | 397 |
|
|
2018
Q1 | – | Sell |
-262
| Closed | -$29K | – | 638 |
|
|
2017
Q4 | $29K | Hold |
262
| – | – | ﹤0.01% | 658 |
|
|
2017
Q3 | $29K | Hold |
262
| – | – | ﹤0.01% | 643 |
|
|
2017
Q2 | $29K | Hold |
262
| – | – | ﹤0.01% | 651 |
|
|
2017
Q1 | $29K | Hold |
262
| – | – | ﹤0.01% | 694 |
|
|
2016
Q4 | $29K | Hold |
262
| – | – | ﹤0.01% | 698 |
|
|
2016
Q3 | $30K | Hold |
262
| – | – | ﹤0.01% | 706 |
|
|
2016
Q2 | $30K | Hold |
262
| – | – | ﹤0.01% | 686 |
|
|
2016
Q1 | $29K | Hold |
262
| – | – | ﹤0.01% | 668 |
|
|
2015
Q4 | $29K | Buy |
262
+35
| +15% | +$3.87K | ﹤0.01% | 697 |
|
|
2015
Q3 | $25K | Hold |
227
| – | – | ﹤0.01% | 696 |
|
|
2015
Q2 | $25K | Hold |
227
| – | – | ﹤0.01% | 751 |
|
|
2015
Q1 | $25K | Buy |
+227
| New | +$25K | ﹤0.01% | 747 |
|
|
2014
Q4 | – | Sell |
-227
| Closed | -$25K | – | 944 |
|
|
2014
Q3 | $25K | Sell |
227
-2,400
| -91% | -$264K | ﹤0.01% | 705 |
|
|
2014
Q2 | $285K | Buy |
2,627
+2,400
| +1,057% | +$260K | 0.01% | 345 |
|
|
2014
Q1 | $24K | Hold |
227
| – | – | ﹤0.01% | 717 |
|
|
2013
Q4 | $24K | Hold |
227
| – | – | ﹤0.01% | 657 |
|
|
2013
Q3 | $24K | Sell |
227
-2,273
| -91% | -$240K | ﹤0.01% | 659 |
|
|
2013
Q2 | $263K | Buy |
+2,500
| New | +$263K | 0.01% | 366 |
|