Stephenson & Company’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
$2.63M Hold
2025
Q2
$2.58M Hold
2025
Q1
$2.61M Sell
2024
Q4
$2.64M Hold
2024
Q3
$2.69M Hold
2024
Q2
$2.64M Sell
2024
Q1
$2.99M Sell
2023
Q4
$3.09M Buy