Kelly Financial Services’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 | $840K | Buy |
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|
2025
Q2 | $713K | Buy |
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|
2025
Q1 | $270K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $141K | Sell |
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|
2024
Q1 | $160K | Sell |
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|
2023
Q4 | $281K | Buy |
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|
2023
Q3 | $186K | Sell |
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|
2023
Q2 | $335K | Sell |
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|
2023
Q1 | $390K | Buy |
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|
2022
Q4 | $349K | Sell |
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|
2022
Q3 | $370K | Sell |
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|
2022
Q2 | $412K | Sell |
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|
2022
Q1 | $567K | Buy |
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|
2021
Q4 | $541K | Buy |
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|
2021
Q3 | $429K | Sell |
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|
2021
Q2 | $3.15M | Buy |
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|
2021
Q1 | $144K | Buy |
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|
2020
Q4 | $53.7K | Buy |
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