Appleton Partners’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 | – | Sell |
-8,228
| Closed | -$868K | – | 254 |
|
|
2025
Q1 | $868K | Sell |
8,228
-10,237
| -55% | -$1.08M | 0.07% | 136 |
|
|
2024
Q4 | $1.97M | Buy |
18,465
+14,387
| +353% | +$1.53M | 0.15% | 108 |
|
|
2024
Q3 | $443K | Buy |
4,078
+1,703
| +72% | +$185K | 0.03% | 189 |
|
|
2024
Q2 | $253K | Sell |
2,375
-3,538
| -60% | -$377K | 0.02% | 235 |
|
|
2024
Q1 | $636K | Buy |
+5,913
| New | +$636K | 0.05% | 166 |
|