Altus 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 | $392K | Sell |
3,755
-200
| -5% | -$20.9K | 0.19% | 21 |
|
|
2025
Q1 | $417K | Sell |
3,955
-3,685
| -48% | -$389K | 0.2% | 26 |
|
|
2024
Q4 | $814K | Buy |
7,640
+3,755
| +97% | +$400K | 0.36% | 20 |
|
|
2024
Q3 | $422K | Hold |
3,885
| – | – | 0.2% | 27 |
|
|
2024
Q2 | $414K | Hold |
3,885
| – | – | 0.2% | 27 |
|
|
2024
Q1 | $418K | Hold |
3,885
| – | – | 0.22% | 26 |
|
|
2023
Q4 | $421K | Hold |
3,885
| – | – | 0.25% | 26 |
|
|
2023
Q3 | $398K | Hold |
3,885
| – | – | 0.28% | 25 |
|
|
2023
Q2 | $415K | Hold |
3,885
| – | – | 0.33% | 16 |
|
|
2023
Q1 | $419K | Hold |
3,885
| – | – | 0.35% | 17 |
|
|
2022
Q4 | $410K | Hold |
3,885
| – | – | 0.36% | 15 |
|
|
2022
Q3 | $399K | Sell |
3,885
-955
| -20% | -$98.1K | 0.34% | 20 |
|
|
2022
Q2 | $515K | Sell |
4,840
-11,751
| -71% | -$1.25M | 0.4% | 20 |
|
|
2022
Q1 | $1.82M | Sell |
16,591
-1,303
| -7% | -$143K | 1.25% | 11 |
|
|
2021
Q4 | $2.08M | Hold |
17,894
| – | – | 1.24% | 11 |
|
|
2021
Q3 | $2.08M | Buy |
17,894
+900
| +5% | +$105K | 1.32% | 11 |
|
|
2021
Q2 | $1.99M | Hold |
16,994
| – | – | 1.28% | 12 |
|
|
2021
Q1 | $1.97M | Buy |
16,994
+5,145
| +43% | +$597K | 1.4% | 11 |
|
|
2020
Q4 | $1.39M | Buy |
11,849
+960
| +9% | +$113K | 1.08% | 13 |
|
|
2020
Q3 | $1.26M | Buy |
+10,889
| New | +$1.26M | 1.16% | 12 |
|