Exeter Financial’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
2024
Q4
$201K Hold
2024
Q3
$205K Hold
2024
Q2
$201K Hold
2024
Q1
$202K Hold
2023
Q4
$205K Buy
2023
Q3
Sell
2023
Q2
$260K Hold
2023
Q1
$265K Hold
2022
Q4
$259K Hold
2022
Q3
$251K Hold
2022
Q2
$261K Hold
2022
Q1
$269K Hold
2021
Q4
$283K Hold
2021
Q3
$285K Hold
2021
Q2
$287K Hold
2021
Q1
$284K Hold
2020
Q4
$287K Buy