West Coast Financial’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 | – | Sell |
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|
2025
Q1 | $410K | Hold |
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|
2024
Q4 | $414K | Hold |
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|
2024
Q3 | $422K | Sell |
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|
2024
Q2 | $423K | Sell |
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|
2024
Q1 | $480K | Sell |
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|
2023
Q4 | $515K | Sell |
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|
2023
Q3 | $531K | Hold |
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|
2023
Q2 | $553K | Buy |
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|
2023
Q1 | $509K | Sell |
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|
2022
Q4 | $505K | Sell |
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|
2022
Q3 | $680K | Hold |
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|
2022
Q2 | $705K | Sell |
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|
2022
Q1 | $755K | Sell |
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|
2021
Q4 | $876K | Hold |
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|
2021
Q3 | $876K | Sell |
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|
2021
Q2 | $909K | Sell |
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|
2021
Q1 | $904K | Buy |
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|
2020
Q4 | $910K | Buy |
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|
2020
Q3 | $815K | Sell |
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|
2020
Q2 | $893K | Sell |
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|
2020
Q1 | $877K | Sell |
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|
2019
Q4 | $972K | Hold |
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|
2019
Q3 | $974K | Sell |
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|
2019
Q2 | $986K | Sell |
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|
2019
Q1 | $1.11M | Hold |
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|
2018
Q4 | $1.09M | Sell |
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|
2018
Q3 | $1.09M | Sell |
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|
2018
Q2 | $1.13M | Buy |
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|
2018
Q1 | $970K | Sell |
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|
2017
Q4 | $995K | Sell |
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|
2017
Q3 | $1.02M | Buy |
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|
2017
Q2 | $1.01M | Buy |
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|
2017
Q1 | $929K | Sell |
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|
2016
Q4 | $926K | Buy |
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|
2016
Q3 | $946K | Sell |
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|
2016
Q2 | $976K | Buy |
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|
2016
Q1 | $945K | Sell |
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|
2015
Q4 | $1.06M | Sell |
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|
2015
Q3 | $1.08M | Hold |
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|
2015
Q2 | $1.07M | Hold |
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|
2015
Q1 | $1.09M | Buy |
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|
2014
Q4 | $706K | Buy |
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|
2014
Q3 | $663K | Sell |
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|
2014
Q2 | $701K | Buy |
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|
2014
Q1 | $631K | Buy |
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|
2013
Q4 | $437K | Buy |
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