Sage Private Wealth 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
2024
Q4
Sell
2024
Q3
$216K Buy
2024
Q2
Sell
2024
Q1
$443K Sell
2023
Q4
$927K Sell
2023
Q3
$881K Sell
2023
Q2
$8.38M Sell
2023
Q1
$9.56M Sell
2022
Q4
$9.67M Buy