Plante Moran Financial Advisors’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 | $27.3M | Sell |
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|
2025
Q1 | $30.9M | Sell |
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|
2024
Q4 | $36.1M | Sell |
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|
2024
Q3 | $40.9M | Sell |
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|
2024
Q2 | $42.4M | Sell |
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|
2024
Q1 | $45.7M | Sell |
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|
2023
Q4 | $52.6M | Sell |
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|
2023
Q3 | $49.9M | Sell |
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|
2023
Q2 | $53.4M | Sell |
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|
2023
Q1 | $57.7M | Sell |
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|
2022
Q4 | $65.2M | Buy |
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|
2022
Q3 | $61.7M | Sell |
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|
2022
Q2 | $91.9M | Buy |
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|
2022
Q1 | $36K | Hold |
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|
2021
Q4 | $38K | Sell |
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|
2021
Q3 | $432K | Buy |
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|
2021
Q2 | $38K | Sell |
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|
2021
Q1 | $52K | Buy |
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|
2020
Q4 | $38K | Hold |
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|
2020
Q3 | $38K | Hold |
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|
2020
Q2 | $38K | Hold |
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|
2020
Q1 | $37K | Sell |
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|
2019
Q4 | $1.88M | Sell |
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|
2019
Q3 | $3.52M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $113K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $15K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $65K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $93K | Buy |
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