Lineweaver Wealth Advisors’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 | $1.93M | Buy |
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2025
Q2 | $1.79M | Buy |
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2025
Q1 | $1.63M | Buy |
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|
2024
Q4 | $1.51M | Buy |
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2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $1.33M | Buy |
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2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $895K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $219K | Buy |
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|
2021
Q2 | $220K | Sell |
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|
2021
Q1 | $598K | Sell |
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|
2020
Q4 | $739K | Sell |
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|
2020
Q3 | $749K | Buy |
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