Horizon Family Wealth’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
2024
Q4
$290K Hold
2024
Q3
$295K Hold
2024
Q2
$290K Sell
2024
Q1
$2.41M Buy
2023
Q4
$1.58M Buy
2023
Q3
$1.48M Buy
2023
Q2
$1.53M Buy
2023
Q1
$1.17M Sell
2022
Q4
$1.39M Buy
2022
Q3
$1.35M Buy
2022
Q2
$1.39M Buy
2022
Q1
$1.39M Buy
2021
Q4
$1.41M Buy