The Family Firm’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
Sell
2024
Q2
$19.5K Buy
2022
Q1
Sell
2021
Q4
$200K Buy
2016
Q1
Sell
2015
Q4
$215K Buy
2015
Q3
$212K Buy
2015
Q2
$208K Buy
2015
Q1
$209K Sell
2014
Q4
$229K Buy