Palumbo 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
Q2
$350K Sell
2025
Q1
$459K Buy
2024
Q4
$443K Sell
2024
Q3
$461K Buy
2024
Q2
$418K Sell
2024
Q1
$445K Buy
2023
Q4
$276K Buy
2023
Q3
$260K Buy
2023
Q2
$270K Buy
2023
Q1
$272K Buy