TrinityPoint Wealth’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
Q4 | $270K | Buy |
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|
2024
Q3 | $275K | Buy |
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|
2024
Q2 | $269K | Sell |
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|
2024
Q1 | $335K | Sell |
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|
2023
Q4 | $344K | Sell |
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|
2023
Q3 | $347K | Sell |
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|
2023
Q2 | $380K | Sell |
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|
2023
Q1 | $432K | Buy |
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|
2022
Q4 | $398K | Sell |
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|
2022
Q3 | $1.33M | Buy |
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|
2022
Q2 | $1.23M | Buy |
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|
2022
Q1 | $1.25M | Buy |
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|
2021
Q4 | $1.33M | Sell |
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|
2021
Q3 | $1.45M | Sell |
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|
2021
Q2 | $1.54M | Sell |
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|
2021
Q1 | $1.57M | Sell |
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|
2020
Q4 | $1.6M | Buy |
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|
2020
Q3 | $1.55M | Buy |
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|
2020
Q2 | $1.08M | Buy |
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