Patten Group’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 | $2.57M | Buy |
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2025
Q1 | $2.51M | Buy |
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2024
Q4 | $1.95M | Sell |
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2024
Q3 | $2.08M | Buy |
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2024
Q2 | $1.96M | Buy |
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2024
Q1 | $1.96M | Sell |
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2023
Q4 | $2.05M | Sell |
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2023
Q3 | $2.01M | Buy |
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2023
Q2 | $1.77M | Buy |
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2023
Q1 | $799K | Buy |
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2022
Q4 | $732K | Sell |
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2022
Q3 | $1.15M | Sell |
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2022
Q2 | $1.32M | Sell |
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2022
Q1 | $1.42M | Sell |
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2021
Q4 | $1.61M | Buy |
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2021
Q3 | $729K | Buy |
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2021
Q2 | $670K | Buy |
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2021
Q1 | $546K | Buy |
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2020
Q4 | $536K | Buy |
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2020
Q3 | $317K | Buy |
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2020
Q2 | $254K | Hold |
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2020
Q1 | $249K | Sell |
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2019
Q4 | $317K | Buy |
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2019
Q3 | $304K | Buy |
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2019
Q2 | $277K | Hold |
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2019
Q1 | $272K | Hold |
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2018
Q4 | $267K | Buy |
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2018
Q3 | $250K | Sell |
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2018
Q2 | $277K | Hold |
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2018
Q1 | $277K | Sell |
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2017
Q4 | $289K | Sell |
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2017
Q3 | $304K | Hold |
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2017
Q2 | $304K | Hold |
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2017
Q1 | $300K | Sell |
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2016
Q4 | $307K | Hold |
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2016
Q3 | $317K | Hold |
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2016
Q2 | $323K | Hold |
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2016
Q1 | $317K | Hold |
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2015
Q4 | $314K | Buy |
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2015
Q3 | $276K | Hold |
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2015
Q2 | $273K | Sell |
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2015
Q1 | $282K | Hold |
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2014
Q4 | $280K | Buy |
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