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