Litman Gregory 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
Q4
$85.7K Buy
2021
Q2
Sell
2021
Q1
$5K Hold
2020
Q4
$5K Buy
2020
Q3
$3K Hold
2020
Q2
$3K Hold
2020
Q1
$2K Sell
2019
Q4
$13K Buy
2019
Q3
$2K Buy
2018
Q4
Sell
2018
Q3
$45K Hold
2018
Q2
$45K Sell
2018
Q1
$196K Buy