Accel 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 | $361K | Sell |
3,459
-813
| -19% | -$85K | 0.12% | 173 |
|
|
2025
Q1 | $450K | Sell |
4,272
-1,291
| -23% | -$136K | 0.16% | 134 |
|
|
2024
Q4 | $593K | Sell |
5,563
-7
| -0.1% | -$746 | 0.22% | 113 |
|
|
2024
Q3 | $605K | Buy |
+5,570
| New | +$605K | 0.23% | 116 |
|
|
2023
Q2 | – | Sell |
-875
| Closed | -$94.3K | – | 608 |
|
|
2023
Q1 | $94.3K | Sell |
875
-203
| -19% | -$21.9K | 0.04% | 348 |
|
|
2022
Q4 | $114K | Sell |
1,078
-2,381
| -69% | -$251K | 0.05% | 224 |
|
|
2022
Q3 | $358K | Sell |
3,459
-59
| -2% | -$6.11K | 0.19% | 109 |
|
|
2022
Q2 | $378K | Buy |
3,518
+170
| +5% | +$18.3K | 0.22% | 94 |
|
|
2022
Q1 | $366K | Buy |
3,348
+10
| +0.3% | +$1.09K | 0.19% | 97 |
|
|
2021
Q4 | $388K | Buy |
3,338
+2,002
| +150% | +$233K | 0.19% | 95 |
|
|
2021
Q3 | $155K | Buy |
1,336
+487
| +57% | +$56.5K | 0.1% | 164 |
|
|
2021
Q2 | $99K | Buy |
849
+253
| +42% | +$29.5K | 0.07% | 236 |
|
|
2021
Q1 | $69K | Buy |
596
+71
| +14% | +$8.22K | 0.06% | 267 |
|
|
2020
Q4 | $62K | Buy |
+525
| New | +$62K | 0.06% | 258 |
|