GoalVest Advisory’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
Q4
Sell
2025
Q3
$56.5K Sell
2025
Q2
$162K Buy
2023
Q4
Sell
2023
Q3
$83.7K Hold
2023
Q2
$87.1K Buy
2022
Q4
Sell
2022
Q3
$10K Buy
2022
Q2
Sell
2022
Q1
$107K Buy
2021
Q2
$742K Sell
2021
Q1
$745K Sell
2020
Q4
$2.68M Buy