Whitegate Investment Counselors’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 | $294K | Sell |
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|
2025
Q2 | $1.05M | Sell |
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|
2025
Q1 | $3.51M | Sell |
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|
2024
Q4 | $3.63M | Sell |
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|
2024
Q3 | $4.05M | Hold |
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|
2024
Q2 | $3.97M | Sell |
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|
2024
Q1 | $4.19M | Buy |
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|
2023
Q4 | $4.2M | Buy |
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|
2023
Q3 | $3.69M | Buy |
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|
2023
Q2 | $3.09M | Buy |
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|
2023
Q1 | $2.99M | Buy |
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|
2022
Q4 | $2.92M | Sell |
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|
2022
Q3 | $3.82M | Buy |
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|
2022
Q2 | $2.76M | Buy |
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