GeoWealth 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 | $519K | Sell |
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|
2025
Q2 | $750K | Sell |
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|
2025
Q1 | $956K | Buy |
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|
2024
Q4 | $867K | Buy |
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|
2024
Q3 | $548K | Sell |
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|
2024
Q2 | $717K | Sell |
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|
2024
Q1 | $826K | Buy |
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|
2023
Q4 | $650K | Buy |
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|
2023
Q3 | $434K | Buy |
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|
2023
Q2 | $443K | Buy |
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|
2023
Q1 | $160K | Buy |
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|
2022
Q4 | $125K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $376K | Buy |
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