Wescott Financial Advisory 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 | $412K | Sell |
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|
2025
Q1 | $593K | Sell |
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|
2024
Q4 | $664K | Buy |
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|
2024
Q3 | $672K | Buy |
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|
2024
Q2 | $656K | Buy |
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|
2024
Q1 | $629K | Buy |
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|
2023
Q4 | $632K | Buy |
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|
2023
Q3 | $596K | Sell |
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|
2023
Q2 | $911K | Buy |
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|
2023
Q1 | $915K | Sell |
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|
2022
Q4 | $1.58M | Buy |
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|
2022
Q3 | $205K | Buy |
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