Sterling Financial Planning’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 | $1.76M | Sell |
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|
2025
Q2 | $1.81M | Buy |
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|
2025
Q1 | $1.82M | Sell |
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|
2024
Q4 | $2.48M | Buy |
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|
2024
Q3 | $1.89M | Sell |
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|
2024
Q2 | $1.88M | Sell |
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|
2024
Q1 | $2.87M | Sell |
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|
2023
Q4 | $3.01M | Buy |
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|
2023
Q3 | $1.83M | Sell |
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|
2023
Q2 | $1.9M | Sell |
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|
2023
Q1 | $1.93M | Sell |
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|
2022
Q4 | $3.04M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $325K | Sell |
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|
2022
Q1 | $395K | Buy |
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|
2021
Q4 | $396K | Buy |
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|
2021
Q3 | $217K | Buy |
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|
2021
Q2 | $103K | Buy |
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