MorganRosel 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
Q3 | $732K | Buy |
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|
2025
Q2 | $694K | Sell |
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|
2025
Q1 | $950K | Sell |
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|
2024
Q4 | $1.33M | Sell |
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|
2024
Q3 | $1.6M | Hold |
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|
2024
Q2 | $1.57M | Buy |
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|
2024
Q1 | $1.52M | Sell |
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|
2023
Q4 | $1.58M | Buy |
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|
2023
Q3 | $1.47M | Buy |
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|
2023
Q2 | $1.15M | Hold |
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|
2023
Q1 | $1.16M | Buy |
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|
2022
Q4 | $448K | Buy |
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|
2022
Q3 | $330K | Sell |
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|
2022
Q2 | $923K | Buy |
|