SWS 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 | $2.23M | Buy |
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|
2025
Q2 | $2.17M | Buy |
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|
2025
Q1 | $2.19M | Sell |
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|
2024
Q4 | $2.79M | Sell |
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|
2024
Q3 | $2.9M | Buy |
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|
2024
Q2 | $2.84M | Sell |
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|
2024
Q1 | $3.84M | Buy |
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|
2023
Q4 | $3.86M | Sell |
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|
2023
Q3 | $4.21M | Buy |
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|
2023
Q2 | $3.63M | Sell |
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|
2023
Q1 | $3.67M | Sell |
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|
2022
Q4 | $3.61M | Buy |
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|
2022
Q3 | $3.42M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3.02M | Sell |
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|
2020
Q3 | $2.99M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.89M | Buy |
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|
2019
Q3 | $1.94M | Sell |
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|
2019
Q2 | $1.94M | Buy |
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|
2018
Q4 | $2M | Buy |
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|
2018
Q3 | $1.21M | Buy |
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|
2018
Q2 | $1.16M | Sell |
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|
2018
Q1 | $1.67M | Buy |
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|
2017
Q4 | $241K | Buy |
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