High Net Worth Advisory Group’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
Q2 | $564K | Sell |
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|
2025
Q1 | $799K | Buy |
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|
2024
Q4 | $763K | Buy |
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|
2024
Q3 | $776K | Buy |
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|
2024
Q2 | $759K | Sell |
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|
2024
Q1 | $795K | Buy |
|
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|
2023
Q4 | $770K | Hold |
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|
2023
Q3 | $728K | Hold |
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|
2023
Q2 | $758K | Hold |
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|
2023
Q1 | $765K | Hold |
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|
2022
Q4 | $749K | Hold |
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|
2022
Q3 | $728K | Sell |
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|
2022
Q2 | $915K | Buy |
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|
2022
Q1 | $762K | Hold |
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|
2021
Q4 | $808K | Buy |
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