Matthew Hamilton Rosenberg’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.62M | Sell |
24,658
-597
| -2% | -$64.2K | 0.54% | 25 |
|
|
2025
Q4 | $2.71M | Hold |
25,255
| – | – | 0.56% | 25 |
|
|
2025
Q3 | $2.69M | Sell |
25,255
-2,076
| -8% | -$217K | 0.58% | 24 |
|
|
2025
Q2 | $2.86M | Sell |
27,331
-6,800
| -20% | -$707K | 0.66% | 22 |
|
|
2025
Q1 | $3.6M | Buy |
34,131
+1,469
| +4% | +$156K | 0.9% | 18 |
|
|
2024
Q4 | $3.48M | Buy |
32,662
+4,179
| +15% | +$449K | 0.9% | 17 |
|
|
2024
Q3 | $3.09M | Buy |
28,483
+1,060
| +4% | +$114K | 0.81% | 19 |
|
|
2024
Q2 | $2.91M | Buy |
27,423
+6,346
| +30% | +$676K | 0.86% | 18 |
|
|
2024
Q1 | $2.26M | Buy |
21,077
+8,021
| +61% | +$866K | 0.65% | 22 |
|
|
2023
Q4 | $1.42M | Buy |
13,056
+9,768
| +297% | +$1.02M | 0.44% | 30 |
|
|
2023
Q3 | $337K | Buy |
3,288
+114
| +4% | +$12K | 0.11% | 95 |
|
|
2023
Q2 | $339K | Sell |
3,174
-1
| -0% | -$107 | 0.11% | 97 |
|
|
2023
Q1 | $342K | Sell |
3,175
-38
| -1% | -$4.06K | 0.11% | 105 |
|
|
2022
Q4 | $339K | Buy |
3,213
+1,465
| +84% | +$153K | 0.11% | 109 |
|
|
2022
Q3 | $179K | Hold |
1,748
| – | – | 0.07% | 178 |
|
|
2022
Q2 | $186K | Sell |
1,748
-4,131
| -70% | -$441K | 0.07% | 178 |
|
|
2022
Q1 | $645K | Buy |
5,879
+3,307
| +129% | +$373K | 0.23% | 59 |
|
|
2021
Q4 | $299K | Hold |
2,572
| – | – | 0.11% | 122 |
|
|
2021
Q3 | $299K | Hold |
2,572
| – | – | 0.12% | 110 |
|
|
2021
Q2 | $301K | Sell |
2,572
-1,286
| -33% | -$150K | 0.16% | 77 |
|
|
2021
Q1 | $448K | Hold |
3,858
| – | – | 0.26% | 46 |
|
|
2020
Q4 | $452K | Sell |
3,858
-2,678
| -41% | -$311K | 0.28% | 40 |
|
|
2020
Q3 | $758K | Buy |
6,536
+2,313
| +55% | +$269K | 0.56% | 30 |
|
|
2020
Q2 | $487K | Buy |
4,223
+3,691
| +694% | +$419K | 0.39% | 34 |
|
|
2020
Q1 | $61K | Buy |
+532
| New | +$60.7K | 0.06% | 230 |
|
Other funds holding MUB
