WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $316K | Sell |
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|
2024
Q3 | $1.71M | Buy |
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|
2024
Q2 | $1.65M | Sell |
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|
2024
Q1 | $1.74M | Buy |
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|
2023
Q4 | $1.72M | Buy |
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|
2023
Q3 | $1.33M | Buy |
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|
2023
Q2 | $1.37M | Buy |
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|
2023
Q1 | $1.08M | Sell |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $822K | Sell |
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|
2022
Q2 | $917K | Sell |
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|
2022
Q1 | $946K | Buy |
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