Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $23.5M | Buy |
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2023
Q2 | $24.4M | Buy |
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2023
Q1 | $23M | Buy |
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2022
Q2 | $24.3M | Sell |
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|
2022
Q1 | $25.3M | Buy |
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|
2021
Q4 | $19.4M | Sell |
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|
2021
Q3 | $19.6M | Sell |
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|
2021
Q2 | $22.6M | Buy |
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|
2021
Q1 | $18.6M | Buy |
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|
2020
Q4 | $17.6M | Sell |
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|
2020
Q3 | $17.9M | Sell |
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|
2020
Q2 | $18.4M | Buy |
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|
2020
Q1 | $17.5M | Buy |
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|
2019
Q4 | $16.4M | Sell |
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|
2019
Q3 | $17.9M | Buy |
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|
2019
Q2 | $17.4M | Buy |
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|
2019
Q1 | $10M | Buy |
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|
2018
Q4 | $7.42M | Buy |
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|
2018
Q3 | $6.29M | Buy |
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|
2018
Q2 | $5.43M | Buy |
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|
2018
Q1 | $3.57M | Buy |
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|
2017
Q4 | $1.02M | Buy |
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