Strategic Wealth Partners’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 | $1.5M | Buy |
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|
2025
Q2 | $322K | Buy |
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|
2024
Q4 | $330K | Sell |
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|
2024
Q3 | $340K | Sell |
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|
2024
Q2 | $354K | Sell |
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|
2024
Q1 | $379K | Buy |
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|
2023
Q4 | $235K | Sell |
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|
2023
Q3 | $254K | Sell |
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|
2023
Q2 | $304K | Sell |
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|
2023
Q1 | $379K | Buy |
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|
2022
Q4 | $330K | Sell |
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|
2022
Q3 | $654K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $22 | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $6K | Buy |
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