Sheets Smith Wealth Management’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 | $830K | Sell |
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|
2025
Q2 | $892K | Sell |
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|
2025
Q1 | $953K | Sell |
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|
2024
Q4 | $1.07M | Hold |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $3.53M | Sell |
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|
2023
Q4 | $4.44M | Sell |
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|
2023
Q3 | $4.29M | Sell |
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|
2023
Q2 | $4.5M | Sell |
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|
2023
Q1 | $4.62M | Sell |
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|
2022
Q4 | $5.53M | Sell |
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|
2022
Q3 | $7.13M | Sell |
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|
2022
Q2 | $12.1M | Sell |
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|
2022
Q1 | $24.5M | Sell |
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|
2021
Q4 | $26.1M | Buy |
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|
2021
Q3 | $18.5M | Sell |
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|
2021
Q2 | $18.7M | Buy |
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|
2021
Q1 | $17M | Buy |
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|
2020
Q4 | $14.2M | Buy |
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|
2020
Q3 | $13.9M | Buy |
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|
2020
Q2 | $12.5M | Buy |
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|
2020
Q1 | $1.25M | Buy |
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|
2019
Q4 | $1.17M | Buy |
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|
2019
Q3 | $881K | Buy |
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|
2019
Q2 | $650K | Buy |
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|
2019
Q1 | $536K | Buy |
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|
2018
Q4 | $470K | Sell |
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|
2018
Q3 | $701K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $455K | Buy |
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|
2017
Q4 | $429K | Buy |
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|
2017
Q3 | $396K | Buy |
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|
2017
Q2 | $392K | Buy |
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|
2017
Q1 | $387K | Buy |
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|
2016
Q4 | $384K | Buy |
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|
2016
Q3 | $389K | Buy |
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|
2016
Q2 | $381K | Buy |
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|
2016
Q1 | $372K | Buy |
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|
2015
Q4 | $347K | Buy |
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|
2015
Q3 | $320K | Buy |
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|
2015
Q2 | $294K | Buy |
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|
2015
Q1 | $267K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $403K | Buy |
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