Newton One Investments’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
2023
Q4
Sell
2023
Q3
$1.77M Buy
2023
Q2
$1.77M Buy
2023
Q1
$1.77M Buy
2022
Q4
$1.73M Buy
2022
Q2
Sell
2022
Q1
$565K Hold
2021
Q4
$599K Buy
2021
Q3
$544K Hold
2021
Q2
$549K Buy