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