Windsor Wealth Management’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
Q3 | $10.4M | Buy |
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|
2023
Q2 | $10.7M | Buy |
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|
2023
Q1 | $10.6M | Sell |
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|
2022
Q4 | $10.5M | Sell |
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|
2022
Q3 | $12.1M | Buy |
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|
2022
Q2 | $12.5M | Buy |
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|
2022
Q1 | $3.03M | Sell |
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|
2021
Q4 | $3.51M | Buy |
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|
2021
Q3 | $3.13M | Sell |
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|
2021
Q2 | $3.44M | Sell |
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|
2021
Q1 | $3.43M | Sell |
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|
2020
Q4 | $3.98M | Buy |
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|
2020
Q3 | $3.86M | Buy |
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|
2020
Q2 | $3.6M | Buy |
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|
2020
Q1 | $2.3M | Buy |
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|
2019
Q4 | $1.91M | Buy |
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|
2019
Q3 | $1.03M | Buy |
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|
2019
Q2 | $739K | Buy |
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|
2019
Q1 | $724K | Hold |
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|
2018
Q4 | $710K | Hold |
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|
2018
Q3 | $703K | Sell |
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|
2018
Q2 | $713K | Sell |
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|
2018
Q1 | $719K | Buy |
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|
2017
Q4 | $721K | Buy |
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