Patton Albertson Miller 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 | $2.07M | Sell |
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|
2025
Q1 | $3.01M | Sell |
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|
2024
Q4 | $3.05M | Sell |
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|
2024
Q3 | $3.66M | Hold |
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|
2024
Q2 | $3.59M | Sell |
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|
2024
Q1 | $3.65M | Buy |
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|
2023
Q4 | $3.6M | Sell |
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|
2023
Q3 | $7.54M | Buy |
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|
2023
Q2 | $4.01M | Sell |
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|
2023
Q1 | $4.15M | Sell |
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|
2022
Q4 | $4.27M | Buy |
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|
2022
Q3 | $1.2M | Sell |
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|
2022
Q2 | $1.39M | Sell |
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|
2022
Q1 | $1.44M | Hold |
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|
2021
Q4 | $1.52M | Buy |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $965K | Hold |
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|
2021
Q1 | $956K | Hold |
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|
2020
Q4 | $968K | Sell |
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|
2020
Q3 | $961K | Sell |
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|
2020
Q2 | $1.05M | Buy |
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|
2020
Q1 | $870K | Hold |
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|
2019
Q4 | $877K | Hold |
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|
2019
Q3 | $879K | Sell |
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|
2019
Q2 | $1.66M | Buy |
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|
2019
Q1 | $1.18M | Hold |
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|
2018
Q4 | $1.16M | Sell |
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|
2018
Q3 | $1.57M | Sell |
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|
2018
Q2 | $1.81M | Sell |
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|
2018
Q1 | $3.54M | Sell |
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|
2017
Q4 | $4.91M | Sell |
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|
2017
Q3 | $6.53M | Sell |
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|
2017
Q2 | $7M | Sell |
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|
2017
Q1 | $7.13M | Sell |
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|
2016
Q4 | $8.2M | Buy |
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|
2016
Q3 | $6.57M | Sell |
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|
2016
Q2 | $7.82M | Sell |
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|
2016
Q1 | $7.8M | Sell |
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|
2015
Q4 | $7.92M | Buy |
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|
2015
Q3 | $7.79M | Sell |
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|
2015
Q2 | $8.01M | Sell |
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|
2015
Q1 | $9.07M | Buy |
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|
2014
Q4 | $6.52M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $460K | Sell |
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|
2013
Q4 | $476K | Sell |
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|
2013
Q3 | $772K | Sell |
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|
2013
Q2 | $1.62M | Buy |
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