HM Payson & Co’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
$459K Hold
2025
Q2
$451K Hold
2025
Q1
$455K Buy
2024
Q4
$333K Hold
2024
Q3
$339K Buy
2024
Q2
$1.17K Buy
2022
Q1
Sell
2021
Q4
$491K Buy
2021
Q1
Sell
2020
Q4
$840K Buy
2020
Q3
$204K Hold
2020
Q2
$203K Hold
2020
Q1
$199K Sell
2019
Q4
$256K Hold
2019
Q3
$257K Hold
2019
Q2
$254K Buy
2018
Q1
Sell
2017
Q4
$227K Buy