Simplicity Wealth’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
$9.56M Sell
2025
Q2
$17.9M Buy
2025
Q1
$10.5M Buy
2024
Q4
$1.39M Sell
2024
Q3
$8.19M Sell
2024
Q2
$10.1M Buy
2024
Q1
$9.12M Buy
2023
Q4
$2.72M Buy
2023
Q3
$1.9M Buy
2023
Q2
$1.6M Buy
2023
Q1
$1.56M Buy
2022
Q2
Sell
2022
Q1
$469K Buy
2021
Q4
$488K Buy