Safir 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.41M | Sell |
|
|||||
|
2025
Q2 | $2.71M | Sell |
|
|||||
|
2025
Q1 | $2.79M | Buy |
|
|||||
|
2024
Q4 | $2.09M | Sell |
|
|||||
|
2024
Q3 | $2.17M | Buy |
|
|||||
|
2024
Q2 | $2.05M | Hold |
|
|||||
|
2024
Q1 | $2.07M | Buy |
|
|||||
|
2023
Q4 | $1.76M | Sell |
|
|||||
|
2023
Q3 | $1.84M | Buy |
|
|||||
|
2023
Q2 | $1.77M | Buy |
|
|||||
|
2023
Q1 | $1.51M | Buy |
|
|||||
|
2022
Q4 | $1.09M | Sell |
|
|||||
|
2022
Q3 | $1.94M | Sell |
|
|||||
|
2022
Q2 | $2.04M | Sell |
|
|||||
|
2022
Q1 | $2.54M | Buy |
|
|||||
|
2021
Q4 | $2.52M | Buy |
|
|||||
|
2021
Q3 | $2.29M | Buy |
|
|||||
|
2021
Q2 | $2.2M | Buy |
|
|||||
|
2021
Q1 | $1.49M | Buy |
|
|||||
|
2020
Q4 | $1.49M | Buy |
|