Jacobson & Schmitt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Sell |
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|
2025
Q1 | $2.36M | Buy |
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|
2024
Q4 | $2.34M | Sell |
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|
2024
Q3 | $3.39M | Buy |
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|
2024
Q2 | $3.31M | Buy |
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|
2024
Q1 | $2.88M | Sell |
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|
2023
Q4 | $2.91M | Sell |
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|
2023
Q3 | $3.35M | Buy |
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|
2023
Q2 | $3.34M | Buy |
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|
2023
Q1 | $3.05M | Sell |
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|
2022
Q4 | $3.07M | Hold |
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|
2022
Q3 | $3.07M | Sell |
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|
2022
Q2 | $5.03M | Buy |
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|
2022
Q1 | $4.62M | Sell |
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|
2021
Q4 | $5.5M | Buy |
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|
2021
Q3 | $5.48M | Sell |
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|
2021
Q2 | $5.57M | Buy |
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|
2021
Q1 | $4.7M | Buy |
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|
2020
Q4 | $4.57M | Buy |
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|
2020
Q3 | $4.5M | Sell |
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|
2020
Q2 | $4.5M | Sell |
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|
2020
Q1 | $4.63M | Buy |
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|
2019
Q4 | $4.29M | Buy |
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|
2019
Q3 | $3.69M | Buy |
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|
2019
Q2 | $3.63M | Buy |
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|
2019
Q1 | $2.54M | Buy |
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|
2018
Q4 | $2.39M | Buy |
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|
2018
Q3 | $2.2M | Buy |
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|
2018
Q2 | $1.82M | Sell |
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|
2018
Q1 | $2.55M | Hold |
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|
2017
Q4 | $2.59M | Sell |
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|
2017
Q3 | $2.79M | Sell |
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|
2017
Q2 | $2.98M | Sell |
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|
2017
Q1 | $2.96M | Sell |
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|
2016
Q4 | $4.68M | Buy |
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|
2016
Q3 | $411K | Buy |
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|
2016
Q2 | $358K | Hold |
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|
2016
Q1 | $351K | Buy |
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|
2015
Q4 | $224K | Buy |
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