B.O.S.S. Retirement Advisors’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 | $1.15M | Sell |
11,033
-551
| -5% | -$57.6K | 0.29% | 70 |
|
2025
Q1 | $1.22M | Buy |
11,584
+3,996
| +53% | +$421K | 0.35% | 61 |
|
2024
Q4 | $808K | Buy |
7,588
+5,569
| +276% | +$593K | 0.23% | 93 |
|
2024
Q3 | $219K | Buy |
+2,019
| New | +$219K | 0.04% | 197 |
|
2024
Q1 | – | Sell |
-5,024
| Closed | -$545K | – | 195 |
|
2023
Q4 | $545K | Buy |
5,024
+195
| +4% | +$21.1K | 0.11% | 183 |
|
2023
Q3 | $495K | Buy |
4,829
+116
| +2% | +$11.9K | 0.11% | 189 |
|
2023
Q2 | $503K | Buy |
4,713
+483
| +11% | +$51.5K | 0.11% | 183 |
|
2023
Q1 | $456K | Buy |
4,230
+85
| +2% | +$9.16K | 0.11% | 175 |
|
2022
Q4 | $437K | Buy |
+4,145
| New | +$437K | 0.11% | 171 |
|