Oakwell Private 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
Q1 | – | Sell |
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|
2024
Q4 | $7.58M | Sell |
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2024
Q3 | $7.83M | Sell |
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2024
Q2 | $7.94M | Buy |
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|
2024
Q1 | $8.02M | Buy |
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|
2023
Q4 | $7.85M | Sell |
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|
2023
Q3 | $7.5M | Sell |
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|
2023
Q2 | $10.1M | Sell |
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|
2023
Q1 | $10.6M | Sell |
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|
2022
Q4 | $12.4M | Buy |
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|
2022
Q3 | $8.03M | Buy |
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|
2022
Q2 | $2.55M | Sell |
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|
2022
Q1 | $3.08M | Buy |
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|
2021
Q4 | $3.15M | Sell |
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|
2021
Q3 | $3.29M | Sell |
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|
2021
Q2 | $3.96M | Sell |
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|
2021
Q1 | $5.42M | Buy |
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|
2020
Q4 | $4.23M | Buy |
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