Evercore 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
Q2 | $449K | Hold |
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|
2025
Q1 | $453K | Sell |
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|
2024
Q4 | $462K | Sell |
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|
2024
Q3 | $511K | Hold |
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|
2024
Q2 | $501K | Hold |
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|
2024
Q1 | $506K | Hold |
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|
2023
Q4 | $510K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $256K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $205K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $29K | Hold |
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|
2017
Q3 | $29K | Hold |
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|
2017
Q2 | $29K | Hold |
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|
2017
Q1 | $29K | Hold |
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|
2016
Q4 | $29K | Hold |
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|
2016
Q3 | $30K | Hold |
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|
2016
Q2 | $30K | Hold |
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|
2016
Q1 | $29K | Hold |
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|
2015
Q4 | $29K | Buy |
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|
2015
Q3 | $25K | Hold |
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|
2015
Q2 | $25K | Hold |
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|
2015
Q1 | $25K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $25K | Sell |
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|
2014
Q2 | $285K | Buy |
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|
2014
Q1 | $24K | Hold |
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|
2013
Q4 | $24K | Hold |
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|
2013
Q3 | $24K | Sell |
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|
2013
Q2 | $263K | Buy |
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