My Personal CFO LLC’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
$225K Buy
2023
Q3
Sell
2023
Q2
$213K Hold
2023
Q1
$215K Hold
2022
Q4
$211K Hold
2022
Q3
$205K Buy