Aries 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 | $520K | Hold |
4,980
| – | – | 0.14% | 133 |
|
|
2025
Q1 | $525K | Hold |
4,980
| – | – | 0.14% | 132 |
|
|
2024
Q4 | $531K | Hold |
4,980
| – | – | 0.15% | 133 |
|
|
2024
Q3 | $541K | Hold |
4,980
| – | – | 0.15% | 128 |
|
|
2024
Q2 | $531K | Hold |
4,980
| – | – | 0.17% | 119 |
|
|
2024
Q1 | $536K | Hold |
4,980
| – | – | 0.17% | 122 |
|
|
2023
Q4 | $540K | Hold |
4,980
| – | – | 0.19% | 114 |
|
|
2023
Q3 | $509K | Hold |
4,980
| – | – | 0.2% | 115 |
|
|
2023
Q2 | $532K | Hold |
4,980
| – | – | 0.21% | 109 |
|
|
2023
Q1 | $537K | Hold |
4,980
| – | – | 0.22% | 108 |
|
|
2022
Q4 | $525K | Sell |
4,980
-900
| -15% | -$95K | 0.23% | 108 |
|
|
2022
Q3 | $597K | Sell |
5,880
-220
| -4% | -$22.3K | 0.26% | 90 |
|
|
2022
Q2 | $649K | Buy |
+6,100
| New | +$649K | 0.29% | 80 |
|
|
2022
Q1 | – | Sell |
-5,921
| Closed | -$688K | – | 167 |
|
|
2021
Q4 | $688K | Buy |
5,921
+921
| +18% | +$107K | 0.26% | 87 |
|
|
2021
Q3 | $581K | Hold |
5,000
| – | – | 0.25% | 94 |
|
|
2021
Q2 | $586K | Sell |
5,000
-9
| -0.2% | -$1.06K | 0.25% | 92 |
|
|
2021
Q1 | $584K | Buy |
5,009
+9
| +0.2% | +$1.05K | 0.26% | 87 |
|
|
2020
Q4 | $585K | Buy |
+5,000
| New | +$585K | 0.29% | 80 |
|