Modera Wealth 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
Q2
$22.2M Sell
2025
Q1
$25.6M Sell
2024
Q4
$26.4M Buy
2024
Q3
$26M Buy
2024
Q2
$24.1M Buy
2024
Q1
$16.9M Buy
2023
Q4
$16.4M Buy
2023
Q3
$14.1M Buy
2023
Q2
$14.6M Buy
2023
Q1
$1.82M Sell
2022
Q4
$1.81M Sell
2022
Q3
$8.77M Sell
2022
Q2
$9.63M Sell
2022
Q1
$10.2M Buy
2021
Q4
$9.29M Buy
2021
Q3
$7.28M Sell
2021
Q2
$7.37M Sell
2021
Q1
$7.47M Buy
2020
Q4
$7.38M Buy