Kowal Investment Group’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
2024
Q3
$7.98M Sell
2024
Q2
$8.4M Sell
2024
Q1
$8.84M Sell
2023
Q4
$9.14M Buy
2023
Q3
$1.39M Sell
2023
Q2
$1.68M Buy
2023
Q1
Sell
2022
Q4
$274K Sell
2022
Q3
$292K Sell
2022
Q2
$358K Buy
2021
Q4
Sell
2021
Q3
$30K Buy