Schneider Downs Wealth Management 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
Q2 | $29.7M | Sell |
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|
2025
Q1 | $31.3M | Buy |
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|
2024
Q4 | $28.5M | Buy |
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|
2024
Q3 | $27.4M | Buy |
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|
2024
Q2 | $24.1M | Buy |
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|
2024
Q1 | $21.9M | Buy |
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|
2023
Q4 | $19.4M | Buy |
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|
2023
Q3 | $18M | Buy |
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|
2023
Q2 | $15.2M | Buy |
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|
2023
Q1 | $15.2M | Sell |
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|
2022
Q4 | $16.3M | Sell |
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|
2022
Q3 | $17.7M | Sell |
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|
2022
Q2 | $19.3M | Buy |
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|
2022
Q1 | $17.4M | Sell |
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|
2021
Q4 | $20.6M | Sell |
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|
2021
Q3 | $21.5M | Sell |
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|
2021
Q2 | $21.8M | Sell |
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|
2021
Q1 | $22.6M | Buy |
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|
2020
Q4 | $18.2M | Buy |
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|
2020
Q3 | $16.4M | Buy |
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|
2020
Q2 | $8.84M | Buy |
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|
2020
Q1 | $5.16M | Buy |
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