Meridian Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Meridian Wealth Management’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.27M	Sell	12,183 -2,350	-16%	-$246K	0.05%	268
2025 Q1	$1.53M	Buy	14,533 +575	+4%	+$60.6K	0.07%	210
2024 Q4	$1.49M	Buy	13,958 +420	+3%	+$44.8K	0.07%	222
2024 Q3	$1.47M	Buy	+13,538	New	+$1.47M	0.07%	217
2024 Q2	–	Sell	-13,748	Closed	-$1.48M	–	456
2024 Q1	$1.48M	Sell	13,748 -2,224	-14%	-$239K	0.25%	65
2023 Q4	$1.73M	Sell	15,972 -13,500	-46%	-$1.46M	0.11%	184
2023 Q3	$3.02M	Buy	29,472 +16,528	+128%	+$1.69M	0.19%	109
2023 Q2	$1.38M	Sell	12,944 -283	-2%	-$30.2K	0.12%	156
2023 Q1	$1.43M	Buy	13,227 +140	+1%	+$15.1K	0.12%	158
2022 Q4	$1.38M	Buy	13,087 +2,243	+21%	+$237K	0.14%	148
2022 Q3	$1.11M	Buy	10,844 +2,843	+36%	+$292K	0.12%	171
2022 Q2	$851K	Buy	8,001 +1,043	+15%	+$111K	0.07%	266
2022 Q1	$763K	Sell	6,958 -605	-8%	-$66.3K	0.08%	184
2021 Q4	$879K	Buy	7,563 +7	+0.1%	+$814	0.09%	168
2021 Q3	$878K	Buy	7,556 +2,156	+40%	+$251K	0.11%	162
2021 Q2	$633K	Buy	5,400 +563	+12%	+$66K	0.08%	196
2021 Q1	$561K	Sell	4,837 -184	-4%	-$21.3K	0.08%	198
2020 Q4	$588K	Buy	5,021 +1,129	+29%	+$132K	0.09%	170
2020 Q3	$451K	Buy	3,892 +1	+0%	+$116	0.11%	149
2020 Q2	$449K	Buy	3,891 +1	+0%	+$115	0.15%	126
2020 Q1	$439K	Hold	3,890	–	–	0.19%	120
2019 Q4	$443K	Sell	3,890 -599	-13%	-$68.2K	0.21%	100
2019 Q3	$512K	Buy	4,489 +1	+0%	+$114	0.24%	81
2019 Q2	$5.08K	Hold	4,488	–	–	0.21%	81
2019 Q1	$499K	Buy	4,488 +1,957	+77%	+$218K	0.23%	83
2018 Q4	$276K	Buy	+2,531	New	+$276K	0.16%	122
2018 Q3	–	Sell	-4,733	Closed	-$516K	–	190
2018 Q2	$516K	Buy	4,733 +14	+0.3%	+$1.53K	0.24%	83
2018 Q1	$514K	Sell	4,719 -756	-14%	-$82.3K	0.26%	83
2017 Q4	$606K	Buy	5,475 +18	+0.3%	+$1.99K	0.37%	63
2017 Q3	$604K	Buy	5,457 +237	+5%	+$26.2K	0.38%	62
2017 Q2	$575K	Buy	5,220 +1,077	+26%	+$119K	0.36%	61
2017 Q1	$451K	Buy	+4,143	New	+$451K	0.27%	89