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
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