Apexium 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 | $1.24M | Buy |
11,910
+984
| +9% | +$103K | 0.07% | 111 |
|
|
2025
Q1 | $1.15M | Sell |
10,926
-362
| -3% | -$38.2K | 0.07% | 112 |
|
|
2024
Q4 | $1.2M | Buy |
11,288
+195
| +2% | +$20.8K | 0.07% | 96 |
|
|
2024
Q3 | $1.21M | Buy |
11,093
+2
| +0% | +$217 | 0.08% | 85 |
|
|
2024
Q2 | $1.18M | Buy |
11,091
+1,266
| +13% | +$135K | 0.08% | 83 |
|
|
2024
Q1 | $1.06M | Hold |
9,825
| – | – | 0.08% | 90 |
|
|
2023
Q4 | $1.07M | Sell |
9,825
-12,631
| -56% | -$1.37M | 0.08% | 110 |
|
|
2023
Q3 | $2.3M | Sell |
22,456
-7,669
| -25% | -$786K | 0.23% | 52 |
|
|
2023
Q2 | $3.22M | Buy |
30,125
+8
| +0% | +$854 | 0.28% | 44 |
|
|
2023
Q1 | $3.24M | Sell |
30,117
-7,765
| -20% | -$837K | 0.32% | 41 |
|
|
2022
Q4 | $4M | Sell |
37,882
-779
| -2% | -$82.2K | 0.41% | 30 |
|
|
2022
Q3 | $3.97M | Buy |
38,661
+22,942
| +146% | +$2.35M | 0.49% | 27 |
|
|
2022
Q2 | $1.67M | Buy |
+15,719
| New | +$1.67M | 0.96% | 22 |
|