4J Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $871K | Sell |
8,337
-534
| -6% | -$55.8K | 0.59% | 34 |
|
|
2025
Q1 | $935K | Sell |
8,871
-45
| -0.5% | -$4.75K | 0.74% | 31 |
|
|
2024
Q4 | $950K | Sell |
8,916
-744
| -8% | -$79.3K | 0.77% | 26 |
|
|
2024
Q3 | $1.05M | Sell |
9,660
-320
| -3% | -$34.8K | 0.81% | 26 |
|
|
2024
Q2 | $1.06M | Sell |
9,980
-543
| -5% | -$57.9K | 0.88% | 23 |
|
|
2024
Q1 | $1.13M | Sell |
10,523
-16,326
| -61% | -$1.76M | 0.98% | 21 |
|
|
2023
Q4 | $2.91M | Sell |
26,849
-1,610
| -6% | -$175K | 2.66% | 8 |
|
|
2023
Q3 | $2.92M | Buy |
28,459
+14
| +0% | +$1.44K | 2.9% | 8 |
|
|
2023
Q2 | $3.04M | Sell |
28,445
-1,836
| -6% | -$196K | 2.95% | 9 |
|
|
2023
Q1 | $3.26M | Sell |
30,281
-355
| -1% | -$38.2K | 3.5% | 8 |
|
|
2022
Q4 | $3.23M | Buy |
30,636
+15,960
| +109% | +$1.68M | 3.75% | 7 |
|
|
2022
Q3 | $1.51M | Buy |
14,676
+1,664
| +13% | +$171K | 1.93% | 13 |
|
|
2022
Q2 | $1.38M | Sell |
13,012
-4,598
| -26% | -$489K | 1.74% | 16 |
|
|
2022
Q1 | $1.93M | Buy |
17,610
+1,796
| +11% | +$197K | 1.69% | 13 |
|
|
2021
Q4 | $1.84M | Buy |
15,814
+338
| +2% | +$39.3K | 1.55% | 15 |
|
|
2021
Q3 | $1.8M | Buy |
15,476
+59
| +0.4% | +$6.86K | 1.56% | 16 |
|
|
2021
Q2 | $1.81M | Sell |
15,417
-2,461
| -14% | -$288K | 1.58% | 16 |
|
|
2021
Q1 | $2.08M | Sell |
17,878
-1,716
| -9% | -$199K | 1.93% | 14 |
|
|
2020
Q4 | $2.3M | Buy |
+19,594
| New | +$2.3M | 2.21% | 10 |
|