Baker Tilly 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
Q1 | – | Sell |
-5,159
| Closed | -$550K | – | 248 |
|
|
2024
Q4 | $550K | Buy |
+5,159
| New | +$550K | 0.22% | 108 |
|
|
2023
Q4 | – | Sell |
-3,711
| Closed | -$381K | – | 479 |
|
|
2023
Q3 | $381K | Sell |
3,711
-1,403
| -27% | -$144K | 0.06% | 321 |
|
|
2023
Q2 | $546K | Hold |
5,114
| – | – | 0.06% | 314 |
|
|
2023
Q1 | $551K | Buy |
5,114
+2,600
| +103% | +$280K | 0.06% | 307 |
|
|
2022
Q4 | $265K | Buy |
2,514
+245
| +11% | +$25.9K | 0.03% | 454 |
|
|
2022
Q3 | $233K | Sell |
2,269
-1,010
| -31% | -$104K | 0.03% | 450 |
|
|
2022
Q2 | $349K | Buy |
3,279
+522
| +19% | +$55.6K | 0.05% | 387 |
|
|
2022
Q1 | $302K | Buy |
2,757
+109
| +4% | +$11.9K | 0.03% | 428 |
|
|
2021
Q4 | $308K | Sell |
2,648
-388
| -13% | -$45.1K | 0.03% | 429 |
|
|
2021
Q3 | $353K | Buy |
3,036
+200
| +7% | +$23.3K | 0.05% | 389 |
|
|
2021
Q2 | $332K | Sell |
2,836
-4,118
| -59% | -$482K | 0.05% | 375 |
|
|
2021
Q1 | $807K | Buy |
6,954
+1,381
| +25% | +$160K | 0.17% | 156 |
|
|
2020
Q4 | $653K | Buy |
+5,573
| New | +$653K | 0.2% | 117 |
|