Lake Street Private Wealth’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
2023
Q4
Sell
2023
Q3
$273K Buy
2022
Q4
Sell
2022
Q3
$456K Buy
2022
Q2
$472K Sell
2022
Q1
$1.83M Buy
2021
Q4
$1.94M Buy
2021
Q3
$1.57M Sell
2021
Q2
$1.58M Buy
2021
Q1
$1.21M Hold
2020
Q4
$1.23M Buy
2020
Q1
Sell
2019
Q4
$525K Sell
2019
Q3
$616K Buy