RKL 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
Sell
2025
Q1
$205K Buy
2024
Q4
$206K Sell
2024
Q3
$213K Buy
2024
Q2
$207K Buy
2024
Q1
$208K Sell
2023
Q4
$224K Sell
2023
Q3
$439K Buy
2023
Q2
$422K Buy
2023
Q1
$424K Buy
2022
Q4
$413K Buy
2022
Q3
$400K Buy
2022
Q2
$353K Buy
2022
Q1
$363K Buy
2021
Q4
$380K Buy
2021
Q3
$378K Buy
2021
Q2
$379K Sell
2021
Q1
$376K Buy