WealthSource Partners’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
Q4 | $11.1M | Sell |
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|
2023
Q3 | $15.4M | Buy |
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|
2023
Q2 | $6.88M | Sell |
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|
2023
Q1 | $7.25M | Sell |
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|
2022
Q4 | $7.42M | Sell |
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|
2022
Q3 | $12.7M | Buy |
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|
2022
Q2 | $5.06M | Buy |
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|
2022
Q1 | $4.46M | Sell |
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|
2021
Q4 | $5.72M | Buy |
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|
2021
Q3 | $5.32M | Sell |
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|
2021
Q2 | $5.85M | Buy |
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|
2021
Q1 | $5.21M | Sell |
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|
2020
Q4 | $5.94M | Buy |
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|
2020
Q3 | $4.46M | Buy |
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|
2020
Q2 | $4.27M | Buy |
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|
2020
Q1 | $3.51M | Sell |
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|
2019
Q4 | $6.07M | Sell |
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|
2019
Q3 | $6.62M | Sell |
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|
2019
Q2 | $6.64M | Sell |
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|
2019
Q1 | $6.58M | Buy |
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|
2018
Q4 | $6.02M | Buy |
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|
2018
Q3 | $5.75M | Sell |
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|
2018
Q2 | $5.88M | Sell |
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|
2018
Q1 | $5.89M | Buy |
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|
2017
Q4 | $5.95M | Buy |
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|
2017
Q3 | $5.92M | Sell |
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|
2017
Q2 | $5.93M | Sell |
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|
2017
Q1 | $5.89M | Sell |
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|
2016
Q4 | $5.89M | Buy |
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|
2016
Q3 | $6.07M | Buy |
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|
2016
Q2 | $5.79M | Sell |
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|
2016
Q1 | $5.73M | Buy |
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