Sterling Investment Advisors (Pennsylvania)’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 | $3.27M | Buy |
|
|||||
|
2025
Q1 | $2.79M | Hold |
|
|||||
|
2024
Q4 | $2.82M | Sell |
|
|||||
|
2024
Q3 | $3.32M | Buy |
|
|||||
|
2024
Q2 | $3.05M | Buy |
|
|||||
|
2024
Q1 | $3.02M | Buy |
|
|||||
|
2023
Q4 | $2.49M | Buy |
|
|||||
|
2023
Q3 | $1.93M | Buy |
|
|||||
|
2023
Q2 | $1.82M | Hold |
|
|||||
|
2023
Q1 | $1.84M | Buy |
|
|||||
|
2022
Q4 | $1.76M | Buy |
|
|||||
|
2022
Q3 | $1.19M | Buy |
|
|||||
|
2022
Q2 | $1.18M | Hold |
|
|||||
|
2022
Q1 | $1.21M | Hold |
|
|||||
|
2021
Q4 | $1.29M | Hold |
|
|||||
|
2021
Q3 | $1.29M | Hold |
|
|||||
|
2021
Q2 | $1.3M | Hold |
|
|||||
|
2021
Q1 | $1.28M | Buy |
|
|||||
|
2020
Q4 | $1.18M | Buy |
|
|||||
|
2020
Q3 | $1.05M | Hold |
|
|||||
|
2020
Q2 | $1.05M | Sell |
|
|||||
|
2020
Q1 | $1.05M | Sell |
|
|||||
|
2019
Q4 | $1.08M | Buy |
|
|||||
|
2019
Q3 | $851K | Buy |
|
|||||
|
2019
Q2 | $743K | Hold |
|
|||||
|
2019
Q1 | $731K | Hold |
|
|||||
|
2018
Q4 | $716K | Hold |
|
|||||
|
2018
Q3 | $710K | Hold |
|
|||||
|
2018
Q2 | $716K | Hold |
|
|||||
|
2018
Q1 | $716K | Hold |
|
|||||
|
2017
Q4 | $728K | Hold |
|
|||||
|
2017
Q3 | $729K | Buy |
|
|||||
|
2017
Q2 | $702K | Buy |
|
|||||
|
2017
Q1 | $520K | Buy |
|
|||||
|
2016
Q4 | $268K | Buy |
|