Laird Norton Wetherby Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Buy |
+8,262
| New | +$863K | 0.04% | 401 |
|
|
2024
Q4 | $602K | Hold |
5,653
| – | – | 0.03% | 473 |
|
|
2024
Q3 | $614K | Hold |
5,653
| – | – | 0.03% | 495 |
|
|
2024
Q2 | $602K | Sell |
5,653
-20
| -0.4% | -$2.13K | 0.03% | 482 |
|
|
2024
Q1 | $610K | Buy |
5,673
+20
| +0.4% | +$2.15K | 0.03% | 497 |
|
|
2023
Q4 | $613K | Sell |
5,653
-80,292
| -93% | -$8.7M | 0.03% | 476 |
|
|
2023
Q3 | $8.81M | Sell |
85,945
-42
| -0% | -$4.31K | 0.5% | 28 |
|
|
2023
Q2 | $9.18M | Buy |
85,987
+101
| +0.1% | +$10.8K | 0.49% | 30 |
|
|
2023
Q1 | $9.25M | Buy |
85,886
+73
| +0.1% | +$7.87K | 0.54% | 24 |
|
|
2022
Q4 | $9.05M | Buy |
85,813
+4,895
| +6% | +$517K | 0.58% | 22 |
|
|
2022
Q3 | $8.3M | Buy |
+80,918
| New | +$8.3M | 0.59% | 20 |
|
|
2022
Q2 | – | Sell |
-4,456
| Closed | -$489K | – | 942 |
|
|
2022
Q1 | $489K | Buy |
4,456
+926
| +26% | +$102K | 0.03% | 528 |
|
|
2021
Q4 | $410K | Sell |
3,530
-1,910
| -35% | -$222K | 0.02% | 591 |
|
|
2021
Q3 | $632K | Hold |
5,440
| – | – | 0.04% | 428 |
|
|
2021
Q2 | $638K | Hold |
5,440
| – | – | 0.04% | 425 |
|
|
2021
Q1 | $631K | Sell |
5,440
-831
| -13% | -$96.4K | 0.05% | 371 |
|
|
2020
Q4 | $735K | Hold |
6,271
| – | – | 0.05% | 347 |
|
|
2020
Q3 | $727K | Sell |
6,271
-23
| -0.4% | -$2.67K | 0.06% | 288 |
|
|
2020
Q2 | $726K | Sell |
6,294
-17,920
| -74% | -$2.07M | 0.07% | 274 |
|
|
2020
Q1 | $2.74M | Buy |
24,214
+9,897
| +69% | +$1.12M | 0.31% | 71 |
|
|
2019
Q4 | $1.63M | Sell |
14,317
-365
| -2% | -$41.6K | 0.16% | 145 |
|
|
2019
Q3 | $1.68M | Buy |
+14,682
| New | +$1.68M | 0.17% | 135 |
|
|
2018
Q1 | – | Sell |
-68
| Closed | -$8K | – | 673 |
|
|
2017
Q4 | $8K | Hold |
68
| – | – | ﹤0.01% | 655 |
|
|
2017
Q3 | $8K | Buy |
+68
| New | +$8K | ﹤0.01% | 631 |
|