Lake Point 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
2022
Q2
Sell
2022
Q1
$5K Hold
2021
Q4
$5K Hold
2021
Q3
$5K Hold
2021
Q2
$5K Buy
2020
Q1
$239K Sell
2019
Q4
$255K Buy