Private Wealth Management 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
Q3
$7.61M Sell
2025
Q2
$8.04M Sell
2025
Q1
$9.54M Sell
2024
Q4
$10.3M Sell
2024
Q3
$12M Buy
2024
Q2
$11.4M Buy
2024
Q1
$9.46M Buy
2023
Q4
$9.24M Buy