M Holdings Securities’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 | $1.3M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $285K | Sell |
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|
2023
Q1 | $577K | Buy |
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|
2022
Q4 | $460K | Sell |
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|
2022
Q3 | $510K | Buy |
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|
2022
Q2 | $494K | Sell |
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|
2022
Q1 | $883K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $818K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.44M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $678K | Sell |
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|
2018
Q4 | $702K | Buy |
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|
2018
Q3 | $683K | Sell |
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|
2018
Q2 | $773K | Sell |
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|
2018
Q1 | $990K | Sell |
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|
2017
Q4 | $1.01M | Buy |
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|
2017
Q3 | $985K | Buy |
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|
2017
Q2 | $965K | Buy |
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|
2017
Q1 | $937K | Buy |
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|
2016
Q4 | $828K | Sell |
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|
2016
Q3 | $1.02M | Buy |
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|
2016
Q2 | $928K | Buy |
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|
2016
Q1 | $791K | Sell |
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|
2015
Q4 | $837K | Buy |
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|
2015
Q3 | $610K | Buy |
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|
2015
Q2 | $313K | Buy |
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|
2015
Q1 | $309K | Buy |
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|
2014
Q4 | $200K | Buy |
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|
2014
Q3 | $181K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $212K | Buy |
|