Stone Summit Wealth’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 | $867K | Sell |
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|
2025
Q2 | $921K | Sell |
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|
2025
Q1 | $1.23M | Sell |
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|
2024
Q4 | $1.26M | Sell |
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.27M | Sell |
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|
2024
Q1 | $1.29M | Buy |
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|
2023
Q4 | $1.29M | Sell |
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|
2023
Q3 | $1.71M | Buy |
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|
2023
Q2 | $1.11M | Buy |
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|
2023
Q1 | $947K | Buy |
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|
2022
Q4 | $724K | Sell |
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|
2022
Q3 | $778K | Buy |
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|
2022
Q2 | $516K | Sell |
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|
2022
Q1 | $712K | Sell |
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|
2021
Q4 | $799K | Buy |
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