Badgley Phelps Wealth Managers’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 | $602K | Buy |
5,759
+1,720
| +43% | +$180K | 0.01% | 203 |
|
|
2025
Q1 | $426K | Buy |
4,039
+1,239
| +44% | +$131K | 0.01% | 223 |
|
|
2024
Q4 | $298K | Hold |
2,800
| – | – | 0.01% | 258 |
|
|
2024
Q3 | $304K | Sell |
2,800
-29
| -1% | -$3.15K | 0.01% | 248 |
|
|
2024
Q2 | $301K | Hold |
2,829
| – | – | 0.01% | 225 |
|
|
2024
Q1 | $304K | Buy |
2,829
+29
| +1% | +$3.12K | 0.01% | 217 |
|
|
2023
Q4 | $304K | Sell |
2,800
-16
| -0.6% | -$1.74K | 0.01% | 215 |
|
|
2023
Q3 | $289K | Hold |
2,816
| – | – | 0.01% | 197 |
|
|
2023
Q2 | $301K | Buy |
2,816
+16
| +0.6% | +$1.71K | 0.01% | 205 |
|
|
2023
Q1 | $302K | Sell |
2,800
-750
| -21% | -$80.8K | 0.01% | 180 |
|
|
2022
Q4 | $375K | Buy |
3,550
+750
| +27% | +$79.1K | 0.02% | 163 |
|
|
2022
Q3 | $287K | Hold |
2,800
| – | – | 0.01% | 167 |
|
|
2022
Q2 | $298K | Buy |
+2,800
| New | +$298K | 0.01% | 171 |
|