Morris Financial Concepts’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 | $59.2K | Buy |
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|
2025
Q2 | $45.6K | Sell |
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|
2025
Q1 | $129K | Sell |
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|
2024
Q4 | $162K | Sell |
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|
2024
Q3 | $168K | Buy |
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|
2024
Q2 | $162K | Sell |
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|
2024
Q1 | $186K | Buy |
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|
2023
Q4 | $175K | Buy |
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|
2023
Q3 | $149K | Buy |
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|
2023
Q2 | $127K | Buy |
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|
2023
Q1 | $53.3K | Buy |
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|
2022
Q4 | $27.1K | Buy |
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|
2022
Q3 | $4K | Sell |
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|
2022
Q2 | $60K | Sell |
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|
2022
Q1 | $140K | Sell |
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|
2021
Q4 | $380K | Buy |
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