Lokken Investment Group’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 | $274K | Sell |
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|
2025
Q2 | $358K | Sell |
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|
2025
Q1 | $422K | Buy |
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|
2024
Q4 | $375K | Sell |
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|
2024
Q3 | $491K | Sell |
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|
2024
Q2 | $519K | Sell |
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|
2024
Q1 | $740K | Sell |
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|
2023
Q4 | $1.39M | Sell |
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|
2023
Q3 | $1.33M | Sell |
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|
2023
Q2 | $1.42M | Buy |
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|
2023
Q1 | $1.26M | Buy |
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|
2022
Q4 | $977K | Buy |
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|
2022
Q3 | $688K | Buy |
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|
2022
Q2 | $695K | Buy |
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|
2022
Q1 | $660K | Buy |
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|
2021
Q4 | $614K | Buy |
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|
2021
Q3 | $485K | Buy |
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|
2021
Q2 | $486K | Hold |
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|
2021
Q1 | $481K | Hold |
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|
2020
Q4 | $486K | Buy |
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