PBMares 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 | $781K | Buy |
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|
2025
Q1 | $785K | Buy |
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|
2024
Q4 | $789K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $263K | Sell |
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|
2023
Q3 | $251K | Sell |
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|
2023
Q2 | $308K | Hold |
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|
2023
Q1 | $311K | Hold |
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|
2022
Q4 | $305K | Sell |
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|
2022
Q3 | $376K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $214K | Sell |
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|
2021
Q4 | $261K | Sell |
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|
2021
Q3 | $381K | Sell |
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|
2021
Q2 | $427K | Sell |
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|
2021
Q1 | $640K | Sell |
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|
2020
Q4 | $876K | Buy |
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|
2020
Q3 | $840K | Sell |
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|
2020
Q2 | $1.03M | Sell |
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|
2020
Q1 | $1.29M | Buy |
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|
2019
Q4 | $1.29M | Buy |
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