Waller Financial Planning 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
Q3 | $2.78M | Sell |
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|
2025
Q2 | $2.84M | Buy |
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|
2025
Q1 | $2.81M | Buy |
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|
2024
Q4 | $2.8M | Buy |
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|
2024
Q3 | $2.75M | Buy |
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|
2024
Q2 | $2.6M | Sell |
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|
2024
Q1 | $2.96M | Sell |
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|
2023
Q4 | $3.27M | Sell |
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|
2023
Q3 | $3.27M | Buy |
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|
2023
Q2 | $3.37M | Buy |
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|
2023
Q1 | $3.29M | Buy |
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|
2022
Q4 | $2.54M | Sell |
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|
2022
Q3 | $2.77M | Sell |
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|
2022
Q2 | $3.34M | Sell |
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|
2022
Q1 | $5.14M | Sell |
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|
2021
Q4 | $6.17M | Buy |
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|
2021
Q3 | $5.82M | Buy |
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|
2021
Q2 | $5.66M | Buy |
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|
2021
Q1 | $5.16M | Buy |
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|
2020
Q4 | $4.93M | Buy |
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|
2020
Q3 | $3.78M | Buy |
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|
2020
Q2 | $3.59M | Buy |
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|
2020
Q1 | $2.12M | Buy |
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