Pathstone Family Office’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
Q3 | $8.49M | Sell |
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|
2023
Q2 | $38.3M | Sell |
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|
2023
Q1 | $40.4M | Buy |
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|
2022
Q4 | $8.77M | Sell |
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|
2022
Q3 | $80.9M | Buy |
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|
2022
Q2 | $37.9M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.47M | Buy |
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|
2019
Q1 | $1.44M | Hold |
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|
2018
Q4 | $1.42M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $12K | Hold |
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|
2013
Q4 | $12K | Hold |
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|
2013
Q3 | $12K | Hold |
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|
2013
Q2 | $12K | Buy |
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