AMI Investment 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 | $412K | Sell |
3,947
-2,544
| -39% | -$266K | 0.11% | 57 |
|
|
2025
Q1 | $684K | Buy |
6,491
+612
| +10% | +$64.5K | 0.22% | 53 |
|
|
2024
Q4 | $626K | Buy |
5,879
+2,066
| +54% | +$220K | 0.2% | 53 |
|
|
2024
Q3 | $414K | Buy |
+3,813
| New | +$414K | 0.14% | 53 |
|
|
2014
Q2 | – | Sell |
-3,550
| Closed | -$380K | – | 33 |
|
|
2014
Q1 | $380K | Sell |
3,550
-100
| -3% | -$10.7K | 0.32% | 29 |
|
|
2013
Q4 | $379K | Buy |
+3,650
| New | +$379K | 0.33% | 30 |
|
|
2013
Q3 | – | Sell |
-3,650
| Closed | -$383K | – | 35 |
|
|
2013
Q2 | $383K | Buy |
+3,650
| New | +$383K | 0.35% | 32 |
|