Sigma Investment Counselors’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 | $472K | Sell |
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|
2025
Q2 | $743K | Sell |
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|
2025
Q1 | $765K | Sell |
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|
2024
Q4 | $786K | Hold |
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|
2024
Q3 | $801K | Sell |
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|
2024
Q2 | $828K | Hold |
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|
2024
Q1 | $836K | Sell |
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|
2023
Q4 | $856K | Buy |
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|
2023
Q3 | $308K | Buy |
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|
2023
Q2 | $314K | Buy |
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|
2023
Q1 | $297K | Buy |
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|
2022
Q4 | $286K | Buy |
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|
2022
Q3 | $259K | Sell |
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|
2022
Q2 | $337K | Sell |
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|
2022
Q1 | $581K | Sell |
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|
2021
Q4 | $645K | Buy |
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|
2021
Q3 | $339K | Buy |
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|
2021
Q2 | $266K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $475K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $873K | Sell |
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|
2018
Q2 | $980K | Sell |
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|
2018
Q1 | $1.03M | Sell |
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|
2017
Q4 | $1.19M | Buy |
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|
2017
Q3 | $1.14M | Sell |
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|
2017
Q2 | $1.17M | Sell |
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|
2017
Q1 | $1.4M | Sell |
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|
2016
Q4 | $1.89M | Sell |
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|
2016
Q3 | $2.88M | Buy |
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|
2016
Q2 | $2.51M | Sell |
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|
2016
Q1 | $2.61M | Buy |
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|
2015
Q4 | $1.65M | Buy |
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|
2015
Q3 | $1.45M | Buy |
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|
2015
Q2 | $1.27M | Sell |
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|
2015
Q1 | $1.32M | Buy |
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|
2014
Q4 | $1.27M | Buy |
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|
2014
Q3 | $892K | Buy |
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|
2014
Q2 | $738K | Buy |
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|
2014
Q1 | $601K | Buy |
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|
2013
Q4 | $421K | Buy |
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|
2013
Q3 | $372K | Buy |
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