Integris Wealth Management’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
$574K Buy
2024
Q3
$399K Hold
2024
Q2
$392K Sell
2024
Q1
$629K Hold
2023
Q4
$634K Sell
2023
Q3
$667K Hold
2023
Q2
$695K Hold
2023
Q1
$701K Hold
2022
Q4
$687K Buy