Able 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 | $457K | Buy |
4,370
+863
| +25% | +$90.2K | 0.23% | 66 |
|
|
2025
Q1 | $370K | Buy |
3,507
+383
| +12% | +$40.4K | 0.22% | 71 |
|
|
2024
Q4 | $333K | Buy |
3,124
+94
| +3% | +$10K | 0.22% | 67 |
|
|
2024
Q3 | $329K | Sell |
3,030
-2,091
| -41% | -$227K | 0.25% | 66 |
|
|
2024
Q2 | $546K | Sell |
5,121
-1,521
| -23% | -$162K | 0.45% | 45 |
|
|
2024
Q1 | $715K | Buy |
6,642
+828
| +14% | +$89.1K | 0.62% | 34 |
|
|
2023
Q4 | $630K | Buy |
+5,814
| New | +$630K | 0.57% | 32 |
|