Ropes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $537K | Buy |
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|
2023
Q2 | $538K | Sell |
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|
2023
Q1 | $550K | Buy |
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|
2022
Q4 | $532K | Hold |
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|
2022
Q3 | $517K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $196K | Hold |
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|
2020
Q3 | $194K | Sell |
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|
2020
Q2 | $343K | Hold |
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|
2020
Q1 | $336K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $46K | Hold |
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|
2017
Q1 | $46K | Sell |
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|
2016
Q4 | $63K | Buy |
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