Orgel 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
Q3 | $274M | Buy |
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|
2025
Q2 | $266M | Sell |
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|
2025
Q1 | $358M | Buy |
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|
2024
Q4 | $359M | Sell |
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|
2024
Q3 | $399M | Buy |
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|
2024
Q2 | $383M | Sell |
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|
2024
Q1 | $405M | Sell |
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|
2023
Q4 | $415M | Buy |
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|
2023
Q3 | $28.8M | Sell |
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|
2023
Q2 | $33.1M | Buy |
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|
2023
Q1 | $33M | Sell |
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|
2022
Q4 | $34.7M | Buy |
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|
2022
Q3 | $5.36M | Buy |
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|
2022
Q2 | $571K | Sell |
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|
2022
Q1 | $57.4M | Sell |
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|
2021
Q4 | $63M | Sell |
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|
2021
Q3 | $63.9M | Sell |
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|
2021
Q2 | $65M | Sell |
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|
2021
Q1 | $66.2M | Sell |
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|
2020
Q4 | $75.8M | Sell |
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|
2020
Q3 | $84.8M | Sell |
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|
2020
Q2 | $101M | Sell |
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|
2020
Q1 | $115M | Sell |
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|
2019
Q4 | $143M | Sell |
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|
2019
Q3 | $145M | Sell |
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|
2019
Q2 | $146M | Sell |
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|
2019
Q1 | $146M | Sell |
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|
2018
Q4 | $149M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $804K | Sell |
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|
2018
Q1 | $1.07M | Sell |
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|
2017
Q4 | $2.7M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $554K | Buy |
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