Mascoma Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-91
| Closed | -$9.7K | – | 524 |
|
|
2024
Q4 | $9.7K | Buy |
+91
| New | +$9.7K | ﹤0.01% | 353 |
|
|
2017
Q4 | – | Sell |
-27
| Closed | -$3K | – | 398 |
|
|
2017
Q3 | $3K | Hold |
27
| – | – | ﹤0.01% | 349 |
|
|
2017
Q2 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 355 |
|
|
2017
Q1 | – | Sell |
-115
| Closed | -$12K | – | 372 |
|
|
2016
Q4 | $12K | Buy |
+115
| New | +$12K | 0.01% | 253 |
|