Spire 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 | $844K | Buy |
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|
2025
Q2 | $797K | Sell |
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|
2025
Q1 | $921K | Sell |
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|
2024
Q4 | $1.09M | Sell |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.4M | Buy |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $887K | Buy |
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|
2023
Q2 | $864K | Buy |
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|
2023
Q1 | $768K | Buy |
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|
2022
Q4 | $716K | Sell |
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|
2022
Q3 | $718K | Sell |
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|
2022
Q2 | $3.02M | Sell |
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|
2022
Q1 | $5.18M | Sell |
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|
2021
Q4 | $5.72M | Sell |
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|
2021
Q3 | $5.85M | Buy |
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|
2021
Q2 | $5.89M | Buy |
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|
2021
Q1 | $5.83M | Buy |
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