Schechter Investment 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
Q1 | $3.73M | Buy |
|
|||||
|
2024
Q4 | $3.7M | Buy |
|
|||||
|
2024
Q3 | $3.07M | Buy |
|
|||||
|
2024
Q2 | $2.25M | Buy |
|
|||||
|
2024
Q1 | $1.28M | Buy |
|
|||||
|
2023
Q4 | $1.14M | Buy |
|
|||||
|
2023
Q3 | $1.07M | Sell |
|
|||||
|
2023
Q2 | $2.67M | Buy |
|
|||||
|
2023
Q1 | $2.69M | Sell |
|
|||||
|
2022
Q4 | $24.5M | Buy |
|
|||||
|
2022
Q3 | $2.49M | Sell |
|
|||||
|
2022
Q2 | $3.08M | Sell |
|
|||||
|
2022
Q1 | $4.02M | Sell |
|
|||||
|
2021
Q4 | $9.08M | Buy |
|