Avid Wealth 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 | $2.57M | Sell |
24,608
-16,893
| -41% | -$1.76M | 1.47% | 20 |
|
|
2025
Q1 | $4.38M | Buy |
41,501
+16,441
| +66% | +$1.73M | 2.97% | 12 |
|
|
2024
Q4 | $2.67M | Sell |
25,060
-3,124
| -11% | -$333K | 1.9% | 16 |
|
|
2024
Q3 | $3.06M | Buy |
28,184
+9,347
| +50% | +$1.02M | 2.17% | 14 |
|
|
2024
Q2 | $2.01M | Sell |
18,837
-31,935
| -63% | -$3.4M | 1.56% | 18 |
|
|
2024
Q1 | $5.46M | Buy |
50,772
+28,553
| +129% | +$3.07M | 4.39% | 8 |
|
|
2023
Q4 | $2.41M | Buy |
+22,219
| New | +$2.41M | 2.39% | 13 |
|