Meritage Portfolio Management’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 | $1.46M | Sell |
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|
2025
Q2 | $1.44M | Sell |
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|
2025
Q1 | $1.51M | Sell |
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|
2024
Q4 | $1.61M | Sell |
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|
2024
Q3 | $1.68M | Sell |
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|
2024
Q2 | $1.72M | Sell |
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|
2024
Q1 | $2M | Sell |
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|
2023
Q4 | $2.25M | Sell |
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|
2023
Q3 | $2.74M | Sell |
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|
2023
Q2 | $2.99M | Sell |
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|
2023
Q1 | $3.19M | Buy |
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|
2022
Q4 | $3.12M | Buy |
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|
2022
Q3 | $2.85M | Sell |
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|
2022
Q2 | $3.42M | Sell |
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|
2022
Q1 | $3.55M | Buy |
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|
2021
Q4 | $3.65M | Buy |
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|
2021
Q3 | $3.51M | Sell |
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|
2021
Q2 | $3.55M | Buy |
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|
2021
Q1 | $3.42M | Buy |
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|
2020
Q4 | $3.17M | Buy |
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|
2020
Q3 | $217K | Hold |
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|
2020
Q2 | $216K | Sell |
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|
2020
Q1 | $214K | Sell |
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|
2019
Q4 | $535K | Sell |
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|
2019
Q3 | $539K | Buy |
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