Beacon Bridge 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 | $12.1M | Buy |
115,600
+18,158
| +19% | +$1.9M | 4.79% | 5 |
|
|
2025
Q1 | $10.3M | Buy |
97,442
+10,266
| +12% | +$1.08M | 4.38% | 5 |
|
|
2024
Q4 | $9.29M | Buy |
87,176
+13,124
| +18% | +$1.4M | 3.94% | 6 |
|
|
2024
Q3 | $8.04M | Buy |
74,052
+15,239
| +26% | +$1.66M | 3.46% | 8 |
|
|
2024
Q2 | $6.27M | Buy |
58,813
+14,606
| +33% | +$1.56M | 2.88% | 10 |
|
|
2024
Q1 | $4.76M | Buy |
44,207
+36,020
| +440% | +$3.88M | 2.25% | 12 |
|
|
2023
Q4 | $888K | Buy |
8,187
+4,500
| +122% | +$488K | 0.44% | 47 |
|
|
2023
Q3 | $378K | Hold |
3,687
| – | – | 0.2% | 57 |
|
|
2023
Q2 | $394K | Sell |
3,687
-460
| -11% | -$49.1K | 0.2% | 47 |
|
|
2023
Q1 | $447K | Sell |
4,147
-1,921
| -32% | -$207K | 0.27% | 43 |
|
|
2022
Q4 | $640K | Buy |
+6,068
| New | +$640K | 0.47% | 30 |
|