Sweet Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.19M | Buy |
|
|||||
|
2024
Q2 | $1.37M | Sell |
|
|||||
|
2024
Q1 | $1.49M | Sell |
|
|||||
|
2023
Q4 | $1.53M | Buy |
|
|||||
|
2023
Q3 | $1.12M | Sell |
|
|||||
|
2023
Q2 | $1.23M | Hold |
|
|||||
|
2023
Q1 | $1.24M | Sell |
|
|||||
|
2022
Q4 | $1.22M | Sell |
|
|||||
|
2022
Q3 | $1.21M | Hold |
|
|||||
|
2022
Q2 | $1.25M | Buy |
|
|||||
|
2022
Q1 | $448K | Buy |
|