Geneos Wealth Management’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 | $587K | Sell |
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|
2025
Q2 | $4.64M | Sell |
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|
2025
Q1 | $14.5M | Buy |
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|
2024
Q4 | $4.69M | Buy |
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|
2024
Q3 | $4.66M | Buy |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | $1.29M | Sell |
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|
2023
Q4 | $1.37M | Buy |
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|
2023
Q3 | $1.29M | Sell |
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|
2023
Q2 | $1.39M | Sell |
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|
2023
Q1 | $1.47M | Buy |
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|
2022
Q4 | $760K | Sell |
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|
2022
Q3 | $779K | Buy |
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|
2022
Q2 | $803K | Sell |
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|
2022
Q1 | $943K | Sell |
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|
2021
Q4 | $2.74M | Buy |
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|
2021
Q3 | $1.77M | Buy |
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|
2021
Q2 | $1.02M | Sell |
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|
2021
Q1 | $6.27M | Buy |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $885K | Buy |
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|
2020
Q2 | $880K | Buy |
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|
2020
Q1 | $684K | Sell |
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|
2019
Q4 | $714K | Buy |
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|
2019
Q3 | $690K | Buy |
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|
2019
Q2 | $683K | Buy |
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|
2019
Q1 | $663K | Buy |
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|
2018
Q4 | $282K | Buy |
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|
2018
Q3 | $242K | Buy |
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|
2018
Q2 | $233K | Sell |
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|
2018
Q1 | $320K | Sell |
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|
2017
Q4 | $391K | Buy |
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|
2017
Q3 | $388K | Buy |
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|
2017
Q2 | $347K | Buy |
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|
2017
Q1 | $338K | Sell |
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|
2016
Q4 | $432K | Buy |
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|
2016
Q3 | $359K | Buy |
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|
2016
Q2 | $319K | Buy |
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|
2016
Q1 | $158K | Buy |
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