Alpha Financial Partners’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 | $5.77M | Sell |
55,234
-2,286
| -4% | -$239K | 4.16% | 4 |
|
|
2025
Q1 | $6.06M | Buy |
57,520
+4,874
| +9% | +$514K | 4.87% | 4 |
|
|
2024
Q4 | $5.61M | Buy |
52,646
+44,114
| +517% | +$4.7M | 4.43% | 4 |
|
|
2024
Q3 | $927K | Sell |
8,532
-38,576
| -82% | -$4.19M | 0.66% | 35 |
|
|
2024
Q2 | $5.02M | Buy |
47,108
+1,842
| +4% | +$196K | 4.35% | 4 |
|
|
2024
Q1 | $4.87M | Buy |
45,266
+1,479
| +3% | +$159K | 4.43% | 4 |
|
|
2023
Q4 | $4.75M | Buy |
43,787
+39,156
| +846% | +$4.24M | 4.68% | 4 |
|
|
2023
Q3 | $475K | Buy |
+4,631
| New | +$475K | 0.55% | 34 |
|