Ullmann Wealth Partners Group’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
Q2 | $9.82M | Buy |
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|
2025
Q1 | $3.79M | Buy |
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|
2024
Q4 | $3.29M | Buy |
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|
2024
Q3 | $3.24M | Sell |
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|
2024
Q2 | $3.22M | Buy |
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|
2024
Q1 | $2.7M | Buy |
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|
2023
Q4 | $2.69M | Buy |
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|
2023
Q3 | $803K | Buy |
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|
2023
Q2 | $640K | Buy |
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|
2023
Q1 | $644K | Sell |
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|
2022
Q4 | $655K | Buy |
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|
2022
Q3 | $632K | Sell |
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|
2022
Q2 | $1.2M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $232K | Buy |
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