Whittier Trust’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 | $753K | Hold |
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|
2025
Q2 | $740K | Hold |
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|
2025
Q1 | $747K | Sell |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $1M | Hold |
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|
2024
Q2 | $983K | Sell |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $2.08M | Sell |
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|
2023
Q3 | $2.28M | Sell |
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|
2023
Q2 | $2.95M | Sell |
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|
2023
Q1 | $3.82M | Sell |
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|
2022
Q4 | $4.41M | Buy |
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|
2022
Q3 | $3.68M | Sell |
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|
2022
Q2 | $5.06M | Buy |
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|
2022
Q1 | $4.56M | Sell |
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|
2021
Q4 | $5.49M | Hold |
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|
2021
Q3 | $5.49M | Sell |
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|
2021
Q2 | $5.54M | Sell |
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|
2021
Q1 | $12.1M | Hold |
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|
2020
Q4 | $12.2M | Buy |
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|
2020
Q3 | $9.99M | Buy |
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|
2020
Q2 | $1.6M | Buy |
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|
2020
Q1 | $1.22M | Buy |
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|
2019
Q4 | $578K | Hold |
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|
2019
Q3 | $579K | Hold |
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|
2019
Q2 | $574K | Sell |
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|
2019
Q1 | $686K | Sell |
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|
2018
Q4 | $718K | Buy |
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|
2018
Q3 | $622K | Hold |
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|
2018
Q2 | $629K | Sell |
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|
2018
Q1 | $859K | Sell |
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|
2017
Q4 | $999K | Sell |
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|
2017
Q3 | $1.17M | Sell |
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|
2017
Q2 | $1.22M | Buy |
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|
2017
Q1 | $1.07M | Buy |
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|
2016
Q4 | $889K | Buy |
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|
2016
Q3 | $51K | Hold |
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|
2016
Q2 | $51K | Hold |
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|
2016
Q1 | $50K | Buy |
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