Evergreen Wealth Solutions’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
Q1 | – | Sell |
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|
2024
Q4 | $886K | Sell |
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|
2024
Q3 | $1.34M | Sell |
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|
2024
Q2 | $1.68M | Sell |
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|
2024
Q1 | $1.85M | Buy |
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|
2023
Q4 | $1.84M | Sell |
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|
2023
Q3 | $1.76M | Sell |
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|
2023
Q2 | $1.86M | Buy |
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|
2023
Q1 | $1.27M | Buy |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $985K | Sell |
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|
2022
Q2 | $1.41M | Sell |
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|
2022
Q1 | $2.26M | Buy |
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|
2021
Q4 | $1.97M | Buy |
|