Laird Norton Wetherby Wealth Management’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	$894K	Buy	8,394 +132	+2%	+$13.8K	0.04%	411
2025 Q2	$863K	Buy	+8,262	New	+$859K	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%	484
2024 Q1	$610K	Buy	5,673 +20	+0.4%	+$2.16K	0.03%	498
2023 Q4	$613K	Sell	5,653 -80,292	-93%	-$8.39M	0.03%	477
2023 Q3	$8.81M	Sell	85,945 -42	-0%	-$4.43K	0.5%	28
2023 Q2	$9.18M	Buy	85,987 +101	+0.1%	+$10.8K	0.5%	30
2023 Q1	$9.25M	Buy	85,886 +73	+0.1%	+$7.8K	0.54%	24
2022 Q4	$9.05M	Buy	85,813 +4,895	+6%	+$510K	0.58%	22
2022 Q3	$8.3M	Buy	+80,918	New	+$8.6M	0.59%	20
2022 Q2	–	Sell	-4,456	Closed	-$489K	–	959
2022 Q1	$489K	Buy	4,456 +926	+26%	+$105K	0.03%	528
2021 Q4	$410K	Sell	3,530 -1,910	-35%	-$222K	0.02%	599
2021 Q3	$632K	Hold	5,440	–	–	0.04%	432
2021 Q2	$638K	Hold	5,440	–	–	0.04%	429
2021 Q1	$631K	Sell	5,440 -831	-13%	-$96.9K	0.05%	371
2020 Q4	$735K	Hold	6,271	–	–	0.05%	349
2020 Q3	$727K	Sell	6,271 -23	-0.4%	-$2.67K	0.06%	289
2020 Q2	$726K	Sell	6,294 -17,920	-74%	-$2.03M	0.07%	274
2020 Q1	$2.74M	Buy	24,214 +9,897	+69%	+$1.13M	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	0.18%	135
2018 Q1	–	Sell	-68	Closed	-$8K	–	673
2017 Q4	$8K	Hold	68	–	–	﹤0.01%	655
2017 Q3	$8K	Buy	+68	New	+$7.54K	﹤0.01%	631