Summit Financial Wealth Advisors’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 | $743K | Hold |
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|
2025
Q2 | $729K | Hold |
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|
2025
Q1 | $736K | Hold |
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|
2024
Q4 | $743K | Hold |
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|
2024
Q3 | $758K | Hold |
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|
2024
Q2 | $744K | Hold |
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|
2024
Q1 | $751K | Hold |
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|
2023
Q4 | $757K | Hold |
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|
2023
Q3 | $721K | Hold |
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|
2023
Q2 | $745K | Hold |
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|
2023
Q1 | $752K | Hold |
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|
2022
Q4 | $737K | Hold |
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|
2022
Q3 | $710K | Hold |
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|
2022
Q2 | $751K | Sell |
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|
2022
Q1 | $803K | Buy |
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|
2021
Q4 | $827K | Sell |
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|
2021
Q3 | $841K | Buy |
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|
2021
Q2 | $826K | Buy |
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|
2021
Q1 | $741K | Sell |
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|
2020
Q4 | $845K | Buy |
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|
2020
Q3 | $676K | Sell |
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|
2020
Q2 | $841K | Buy |
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|
2020
Q1 | $805K | Buy |
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|
2019
Q4 | $394K | Buy |
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|
2019
Q3 | $336K | Sell |
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|
2019
Q2 | $363K | Sell |
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|
2019
Q1 | $364K | Buy |
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|
2018
Q4 | $331K | Sell |
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|
2018
Q3 | $331K | Sell |
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|
2018
Q2 | $450K | Hold |
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|
2018
Q1 | $450K | Sell |
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|
2017
Q4 | $660K | Buy |
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|
2017
Q3 | $534K | Buy |
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|
2017
Q2 | $475K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $438K | Buy |
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