EverSource 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
Q3 | $799K | Sell |
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|
2025
Q2 | $837K | Sell |
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|
2025
Q1 | $1.38M | Sell |
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|
2024
Q4 | $2.11M | Sell |
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|
2024
Q3 | $2.24M | Buy |
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|
2024
Q2 | $2.2M | Buy |
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|
2024
Q1 | $1.77M | Buy |
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|
2023
Q4 | $780K | Buy |
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|
2023
Q3 | $693K | Buy |
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|
2023
Q2 | $634K | Buy |
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|
2023
Q1 | $588K | Sell |
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|
2022
Q4 | $675K | Buy |
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|
2022
Q3 | $159K | Sell |
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|
2022
Q2 | $196K | Sell |
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|
2022
Q1 | $603K | Sell |
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|
2021
Q4 | $692K | Buy |
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