Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $247K | Hold |
|
|||||
|
2024
Q3 | $252K | Sell |
|
|||||
|
2024
Q2 | $261K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $27.1K | Sell |
|
|||||
|
2023
Q3 | $167K | Sell |
|
|||||
|
2023
Q2 | $237K | Sell |
|
|||||
|
2023
Q1 | $336K | Sell |
|
|||||
|
2022
Q4 | $441K | Sell |
|
|||||
|
2022
Q3 | $733K | Buy |
|
|||||
|
2022
Q2 | $696K | Sell |
|
|||||
|
2022
Q1 | $756K | Buy |
|
|||||
|
2021
Q4 | $794K | Buy |
|
|||||
|
2021
Q3 | $512K | Sell |
|
|||||
|
2021
Q2 | $741K | Buy |
|
|||||
|
2021
Q1 | $633 | Sell |
|
|||||
|
2020
Q4 | $3.07M | Buy |
|
|||||
|
2020
Q3 | $2.95M | Buy |
|
|||||
|
2020
Q2 | $2.16M | Buy |
|
|||||
|
2020
Q1 | $1.7M | Buy |
|
|||||
|
2019
Q4 | $413K | Buy |
|