Glassman Wealth Services’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	-7	Closed	-$746	–	218
2024 Q4	$746	Buy	+7	New	+$752	﹤0.01%	161
2023 Q3	–	Sell	-8,068	Closed	-$861K	–	2035
2023 Q2	$861K	Hold	8,068	–	–	0.14%	47
2023 Q1	$869K	Hold	8,068	–	–	0.15%	42
2022 Q4	$851K	Hold	8,068	–	–	0.16%	45
2022 Q3	$828K	Sell	8,068 -20	-0.2%	-$2.13K	0.18%	40
2022 Q2	$860K	Buy	8,088 +20	+0.2%	+$2.13K	0.18%	45
2022 Q1	$885K	Hold	8,068	–	–	0.16%	49
2021 Q4	$938K	Buy	+8,068	New	+$937K	0.17%	47
2017 Q1	–	Sell	-212	Closed	-$23K	–	652
2016 Q4	$23K	Hold	212	–	–	0.02%	253
2016 Q3	$24K	Sell	212 -46	-18%	-$5.21K	0.02%	207
2016 Q2	$29K	Hold	258	–	–	0.02%	179
2016 Q1	$29K	Buy	258 +46	+22%	+$5.12K	0.03%	177
2015 Q4	$23K	Sell	212 -1,413	-87%	-$155K	0.02%	208
2015 Q3	$178K	Hold	1,625	–	–	0.16%	75
2015 Q2	$176K	Hold	1,625	–	–	0.14%	78
2015 Q1	$180K	Hold	1,625	–	–	0.14%	74
2014 Q4	$179K	Buy	+1,625	New	+$179K	0.13%	82