Martel 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 | $10.5M | Buy |
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|
2025
Q2 | $9.63M | Sell |
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|
2025
Q1 | $9.9M | Buy |
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|
2024
Q4 | $9.84M | Buy |
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|
2024
Q3 | $9.72M | Buy |
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|
2024
Q2 | $9.25M | Buy |
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|
2024
Q1 | $9.04M | Buy |
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|
2023
Q4 | $8.69M | Buy |
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|
2023
Q3 | $8.01M | Buy |
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|
2023
Q2 | $8.27M | Buy |
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|
2023
Q1 | $8.15M | Buy |
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|
2022
Q4 | $7.03M | Buy |
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|
2022
Q3 | $6.08M | Sell |
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|
2022
Q2 | $7.19M | Buy |
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|
2022
Q1 | $6.69M | Sell |
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|
2021
Q4 | $8.2M | Buy |
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|
2021
Q3 | $7.86M | Buy |
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|
2021
Q2 | $7.73M | Buy |
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|
2021
Q1 | $7.16M | Buy |
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|
2020
Q4 | $6.79M | Buy |
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|
2020
Q3 | $6.66M | Buy |
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|
2020
Q2 | $6.41M | Sell |
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|
2020
Q1 | $6.43M | Sell |
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|
2019
Q4 | $6.66M | Buy |
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|
2019
Q3 | $6.62M | Sell |
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|
2019
Q2 | $6.86M | Buy |
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|
2019
Q1 | $6.7M | Buy |
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|
2018
Q4 | $6.55M | Sell |
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|
2018
Q3 | $6.94M | Buy |
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