Evolution 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 | $521K | Sell |
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|
2025
Q2 | $537K | Hold |
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|
2025
Q1 | $542K | Sell |
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|
2024
Q4 | $579K | Buy |
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|
2024
Q3 | $537K | Hold |
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|
2024
Q2 | $527K | Hold |
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|
2024
Q1 | $532K | Hold |
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|
2023
Q4 | $536K | Hold |
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|
2023
Q3 | $507K | Hold |
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|
2023
Q2 | $528K | Hold |
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|
2023
Q1 | $533K | Buy |
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