Wade Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $1.5M | Sell |
|
|||||
|
2022
Q3 | $1.5M | Buy |
|
|||||
|
2022
Q2 | $1.23M | Sell |
|
|||||
|
2022
Q1 | $2.18M | Buy |
|
|||||
|
2021
Q4 | $1.83M | Buy |
|
|||||
|
2021
Q3 | $1.6M | Buy |
|
|||||
|
2021
Q2 | $1.52M | Buy |
|
|||||
|
2021
Q1 | $1.47M | Buy |
|
|||||
|
2020
Q4 | $1.23M | Buy |
|
|||||
|
2020
Q3 | $917K | Buy |
|
|||||
|
2020
Q2 | $713K | Buy |
|
|||||
|
2020
Q1 | $621K | Sell |
|
|||||
|
2019
Q4 | $1.22M | Buy |
|