Act 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 | $225K | Sell |
2,155
-2,596
| -55% | -$271K | 0.1% | 47 |
|
|
2025
Q1 | $501K | Buy |
4,751
+55
| +1% | +$5.8K | 0.23% | 26 |
|
|
2024
Q4 | $500K | Buy |
4,696
+592
| +14% | +$63.1K | 0.23% | 24 |
|
|
2024
Q3 | $446K | Buy |
4,104
+54
| +1% | +$5.87K | 0.2% | 26 |
|
|
2024
Q2 | $432K | Buy |
4,050
+24
| +0.6% | +$2.56K | 0.21% | 23 |
|
|
2024
Q1 | $433K | Sell |
4,026
-2,000
| -33% | -$215K | 0.22% | 22 |
|
|
2023
Q4 | $653K | Buy |
+6,026
| New | +$653K | 0.35% | 18 |
|
|
2023
Q3 | – | Sell |
-2,216
| Closed | -$237K | – | 42 |
|
|
2023
Q2 | $237K | Buy |
2,216
+50
| +2% | +$5.34K | 0.13% | 35 |
|
|
2023
Q1 | $233K | Buy |
2,166
+41
| +2% | +$4.42K | 0.14% | 32 |
|
|
2022
Q4 | $224K | Sell |
2,125
-113
| -5% | -$11.9K | 0.14% | 36 |
|
|
2022
Q3 | $230K | Buy |
+2,238
| New | +$230K | 0.16% | 29 |
|