Optimum 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
Q3 | $319K | Hold |
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|
2025
Q2 | $313K | Hold |
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|
2025
Q1 | $316K | Hold |
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|
2024
Q4 | $320K | Hold |
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|
2024
Q3 | $326K | Hold |
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|
2024
Q2 | $320K | Hold |
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|
2024
Q1 | $323K | Hold |
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|
2023
Q4 | $325K | Sell |
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|
2023
Q3 | $461K | Hold |
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|
2023
Q2 | $480K | Hold |
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|
2023
Q1 | $485K | Hold |
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|
2022
Q4 | $475K | Sell |
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|
2022
Q3 | $509K | Hold |
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|
2022
Q2 | $528K | Hold |
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|
2022
Q1 | $544K | Hold |
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|
2021
Q4 | $577K | Hold |
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|
2021
Q3 | $576K | Hold |
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|
2021
Q2 | $581K | Hold |
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|
2021
Q1 | $576K | Hold |
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|
2020
Q4 | $581K | Hold |
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|
2020
Q3 | $575K | Hold |
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|
2020
Q2 | $572K | Hold |
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|
2020
Q1 | $561K | Sell |
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|
2019
Q4 | $1.06M | Sell |
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|
2019
Q3 | $1.17M | Buy |
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|
2019
Q2 | $778K | Buy |
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|
2019
Q1 | $75K | Buy |
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|
2018
Q4 | $28K | Hold |
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|
2018
Q3 | $28K | Sell |
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|
2018
Q2 | $137K | Sell |
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|
2018
Q1 | $140K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $697K | Sell |
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|
2016
Q2 | $734K | Buy |
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|
2016
Q1 | $628K | Buy |
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|
2015
Q4 | $406K | Buy |
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|
2015
Q3 | $345K | Buy |
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|
2015
Q1 | $346K | Buy |
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|
2014
Q4 | $228K | Buy |
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|
2014
Q3 | $226K | Sell |
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|
2014
Q2 | $358K | Buy |
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|
2014
Q1 | $3K | Hold |
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|
2013
Q4 | $3K | Hold |
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|
2013
Q3 | $3K | Buy |
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