Symphony Financial’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 | $3.15M | Buy |
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|
2025
Q2 | $3.04M | Buy |
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|
2025
Q1 | $2.83M | Sell |
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|
2024
Q4 | $3.83M | Buy |
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|
2024
Q3 | $2.8M | Buy |
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|
2024
Q2 | $2.69M | Buy |
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|
2024
Q1 | $2.67M | Sell |
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|
2023
Q4 | $2.93M | Buy |
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|
2023
Q3 | $1.71M | Buy |
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|
2023
Q2 | $1.35M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $251K | Sell |
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|
2021
Q2 | $272K | Sell |
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|
2021
Q1 | $285K | Buy |
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|
2020
Q4 | $264K | Buy |
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|
2020
Q3 | $259K | Buy |
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