Affiance Financial’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 | $758K | Buy |
7,259
+489
| +7% | +$51.1K | 0.15% | 57 |
|
2025
Q1 | $714K | Sell |
6,770
-8,591
| -56% | -$906K | 0.17% | 58 |
|
2024
Q4 | $1.64M | Buy |
+15,361
| New | +$1.64M | 0.39% | 42 |
|
2023
Q3 | – | Sell |
-2,586
| Closed | -$276K | – | 95 |
|
2023
Q2 | $276K | Hold |
2,586
| – | – | 0.13% | 91 |
|
2023
Q1 | $279K | Sell |
2,586
-9,904
| -79% | -$1.07M | 0.15% | 86 |
|
2022
Q4 | $1.32M | Buy |
+12,490
| New | +$1.32M | 0.53% | 38 |
|
2020
Q4 | – | Sell |
-15
| Closed | -$2K | – | 138 |
|
2020
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 135 |
|
2020
Q2 | $2K | Sell |
15
-188
| -93% | -$25.1K | ﹤0.01% | 129 |
|
2020
Q1 | $23K | Buy |
203
+15
| +8% | +$1.7K | 0.02% | 106 |
|
2019
Q4 | $21K | Buy |
+188
| New | +$21K | 0.01% | 126 |
|