J.W. Cole Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $1.79M | Buy |
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|
2025
Q3 | $1.81M | Buy |
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|
2025
Q2 | $1.54M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $733K | Sell |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.29M | Sell |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $933K | Sell |
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|
2023
Q2 | $1.17M | Sell |
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|
2023
Q1 | $2.66M | Buy |
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|
2022
Q4 | $2.34M | Buy |
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|
2022
Q3 | $2.13M | Sell |
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|
2022
Q2 | $2.59M | Sell |
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|
2022
Q1 | $5.17M | Buy |
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|
2021
Q4 | $5.43M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.35M | Buy |
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|
2021
Q1 | $1.17M | Sell |
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|
2020
Q4 | $1.23M | Sell |
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|
2020
Q3 | $2.15M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.14M | Buy |
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