Everhart Financial Group’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
Q4 | $1.22M | Buy |
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|
2025
Q3 | $1.2M | Buy |
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|
2025
Q2 | $1.14M | Sell |
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|
2025
Q1 | $1.53M | Buy |
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|
2024
Q4 | $1.44M | Sell |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $949K | Sell |
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|
2023
Q3 | $1.7M | Buy |
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|
2023
Q2 | $1.74M | Sell |
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|
2023
Q1 | $1.85M | Buy |
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|
2022
Q4 | $1.76M | Sell |
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|
2022
Q3 | $2.53M | Sell |
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|
2022
Q2 | $2.83M | Buy |
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|
2022
Q1 | $1.36M | Sell |
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|
2021
Q4 | $3.63M | Buy |
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|
2021
Q3 | $3.14M | Sell |
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|
2021
Q2 | $3.86M | Buy |
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|
2021
Q1 | $2.5M | Buy |
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|
2020
Q4 | $2.34M | Buy |
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