Kathleen S. Wright Associates’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
Q3 | $186K | Sell |
|
|||||
|
2025
Q2 | $185K | Sell |
|
|||||
|
2025
Q1 | $233K | Buy |
|
|||||
|
2024
Q4 | $224K | Sell |
|
|||||
|
2024
Q3 | $229K | Buy |
|
|||||
|
2024
Q2 | $216K | Buy |
|
|||||
|
2024
Q1 | $217K | Buy |
|
|||||
|
2023
Q4 | $218K | Buy |
|
|||||
|
2023
Q3 | $150K | Hold |
|
|||||
|
2023
Q2 | $157K | Sell |
|
|||||
|
2023
Q1 | $176K | Sell |
|
|||||
|
2022
Q4 | $180K | Sell |
|
|||||
|
2022
Q3 | $183K | Buy |
|
|||||
|
2022
Q2 | $97K | Buy |
|
|||||
|
2022
Q1 | $54K | Buy |
|
|||||
|
2021
Q4 | $47K | Buy |
|