Apollon 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 | $3.59M | Sell |
34,324
-156,629
| -82% | -$16.4M | 0.07% | 243 |
|
2025
Q1 | $20.1M | Buy |
190,953
+43,250
| +29% | +$4.56M | 0.44% | 46 |
|
2024
Q4 | $15.7M | Buy |
147,703
+11,315
| +8% | +$1.21M | 0.36% | 54 |
|
2024
Q3 | $14.8M | Sell |
136,388
-1,319
| -1% | -$143K | 0.42% | 48 |
|
2024
Q2 | $14.7M | Buy |
137,707
+1,804
| +1% | +$192K | 0.45% | 46 |
|
2024
Q1 | $14.6M | Buy |
135,903
+7,752
| +6% | +$834K | 0.46% | 45 |
|
2023
Q4 | $13.9M | Buy |
128,151
+33,871
| +36% | +$3.67M | 0.48% | 43 |
|
2023
Q3 | $9.67M | Buy |
94,280
+9,318
| +11% | +$955K | 0.49% | 42 |
|
2023
Q2 | $9.07M | Buy |
84,962
+26,209
| +45% | +$2.8M | 0.44% | 42 |
|
2023
Q1 | $6.33M | Buy |
58,753
+12,525
| +27% | +$1.35M | 0.39% | 50 |
|
2022
Q4 | $4.88M | Buy |
46,228
+12,751
| +38% | +$1.35M | 0.35% | 58 |
|
2022
Q3 | $3.43M | Buy |
33,477
+5,611
| +20% | +$576K | 0.28% | 71 |
|
2022
Q2 | $2.96M | Sell |
27,866
-29,098
| -51% | -$3.1M | 0.25% | 84 |
|
2022
Q1 | $6.25M | Buy |
56,964
+10,516
| +23% | +$1.15M | 0.44% | 43 |
|
2021
Q4 | $5.4M | Buy |
46,448
+5,645
| +14% | +$656K | 0.4% | 51 |
|
2021
Q3 | $4.74M | Buy |
40,803
+1,704
| +4% | +$198K | 0.65% | 30 |
|
2021
Q2 | $4.58M | Sell |
39,099
-4,089
| -9% | -$479K | 0.82% | 24 |
|
2021
Q1 | $5.01M | Buy |
43,188
+21,957
| +103% | +$2.55M | 0.97% | 18 |
|
2020
Q4 | $2.49M | Sell |
21,231
-11,078
| -34% | -$1.3M | 0.67% | 34 |
|
2020
Q3 | $3.75M | Buy |
32,309
+751
| +2% | +$87.1K | 1.68% | 11 |
|
2020
Q2 | $3.64M | Buy |
31,558
+221
| +0.7% | +$25.5K | 2.01% | 8 |
|
2020
Q1 | $3.54M | Buy |
31,337
+994
| +3% | +$112K | 3.63% | 5 |
|
2019
Q4 | $3.48M | Buy |
30,343
+4,469
| +17% | +$513K | 3.07% | 6 |
|
2019
Q3 | $2.95M | Buy |
25,874
+8,746
| +51% | +$998K | 3.09% | 5 |
|
2019
Q2 | $1.94M | Buy |
17,128
+1,886
| +12% | +$213K | 2.22% | 9 |
|
2019
Q1 | $1.7M | Buy |
15,242
+1,467
| +11% | +$163K | 2.23% | 10 |
|
2018
Q4 | $1.51M | Buy |
+13,775
| New | +$1.51M | 1.39% | 17 |
|