Altiora Financial Group’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 | $734K | Buy |
7,028
+350
| +5% | +$36.6K | 0.14% | 55 |
|
|
2025
Q1 | $704K | Hold |
6,678
| – | – | 0.15% | 54 |
|
|
2024
Q4 | $712K | Hold |
6,678
| – | – | 0.15% | 56 |
|
|
2024
Q3 | $725K | Buy |
6,678
+1,050
| +19% | +$114K | 0.16% | 56 |
|
|
2024
Q2 | $600K | Hold |
5,628
| – | – | 0.14% | 57 |
|
|
2024
Q1 | $606K | Hold |
5,628
| – | – | 0.16% | 49 |
|
|
2023
Q4 | $610K | Buy |
5,628
+828
| +17% | +$89.8K | 0.18% | 48 |
|
|
2023
Q3 | $492K | Hold |
4,800
| – | – | 0.23% | 37 |
|
|
2023
Q2 | $512K | Hold |
4,800
| – | – | 0.23% | 40 |
|
|
2023
Q1 | $517K | Hold |
4,800
| – | – | 0.24% | 38 |
|
|
2022
Q4 | $506K | Buy |
+4,800
| New | +$506K | 0.25% | 34 |
|