James J. Burns & Company’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
$768K Sell
2025
Q1
$2.2M Buy
2024
Q4
$2.19M Sell
2024
Q3
$2.8M Sell
2024
Q2
$2.93M Buy
2024
Q1
$1.5M Sell
2023
Q4
$3.53M Sell
2023
Q3
$3.94M Sell
2023
Q2
$5.37M Sell
2023
Q1
$5.94M Buy
2022
Q4
$3.89M Buy
2022
Q3
$3.74M Buy