Sound View Wealth Advisors Group’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 | $796K | Sell |
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|
2025
Q1 | $807K | Sell |
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|
2024
Q4 | $816K | Sell |
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|
2024
Q3 | $879K | Sell |
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|
2024
Q2 | $905K | Buy |
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|
2024
Q1 | $897K | Sell |
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|
2023
Q4 | $908K | Sell |
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|
2023
Q3 | $962K | Sell |
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|
2023
Q2 | $1.01M | Sell |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $908K | Sell |
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|
2022
Q3 | $1.45M | Hold |
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|
2022
Q2 | $1.51M | Hold |
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|
2022
Q1 | $1.55M | Hold |
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|
2021
Q4 | $1.65M | Hold |
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|
2021
Q3 | $1.65M | Sell |
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|
2021
Q2 | $2.13M | Hold |
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|
2021
Q1 | $2.11M | Buy |
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|
2020
Q4 | $2.08M | Sell |
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|
2020
Q3 | $2.15M | Sell |
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|
2020
Q2 | $2.2M | Sell |
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|
2020
Q1 | $2.18M | Buy |
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|
2019
Q4 | $2.04M | Buy |
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|
2019
Q3 | $1.58M | Buy |
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|
2019
Q2 | $1.46M | Buy |
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