Windward Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.89M | Buy |
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|
2025
Q2 | $2.79M | Buy |
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|
2025
Q1 | $1.64M | Hold |
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|
2024
Q4 | $1.65M | Hold |
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|
2024
Q3 | $1.69M | Sell |
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|
2024
Q2 | $1.67M | Hold |
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|
2024
Q1 | $1.68M | Sell |
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|
2023
Q4 | $1.92M | Buy |
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|
2023
Q3 | $888K | Buy |
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|
2023
Q2 | $861K | Hold |
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|
2023
Q1 | $869K | Hold |
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|
2022
Q4 | $851K | Buy |
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|
2022
Q3 | $473K | Buy |
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