Pinnacle Wealth Planning Services’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
Q3 | $445K | Sell |
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2025
Q2 | $438K | Sell |
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2025
Q1 | $701K | Hold |
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|
2024
Q4 | $709K | Hold |
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|
2024
Q3 | $723K | Buy |
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|
2024
Q2 | $549K | Hold |
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|
2024
Q1 | $554K | Sell |
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|
2023
Q4 | $656K | Sell |
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|
2023
Q3 | $624K | Buy |
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|
2023
Q2 | $646K | Sell |
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|
2023
Q1 | $684K | Hold |
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|
2022
Q4 | $670K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $680K | Buy |
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