Mount Yale Investment Advisors’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 | $814K | Buy |
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2025
Q1 | $726K | Sell |
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|
2024
Q4 | $1.54M | Buy |
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2024
Q3 | $964K | Buy |
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|
2024
Q2 | $944K | Buy |
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|
2024
Q1 | $853K | Sell |
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|
2023
Q4 | $3.54M | Buy |
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|
2023
Q3 | $796K | Buy |
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|
2023
Q2 | $747K | Buy |
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|
2023
Q1 | $666K | Sell |
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|
2022
Q4 | $7.65M | Buy |
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|
2022
Q3 | $596K | Buy |
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|
2022
Q2 | $540K | Sell |
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|
2022
Q1 | $660K | Buy |
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|
2021
Q4 | $472K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $92K | Hold |
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|
2018
Q2 | $94K | Sell |
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|
2018
Q1 | $338K | Buy |
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