Beacon Financial Group’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 | $553K | Buy |
5,297
+348
| +7% | +$36.4K | 0.06% | 219 |
|
|
2025
Q1 | $522K | Sell |
4,949
-162
| -3% | -$17.1K | 0.06% | 217 |
|
|
2024
Q4 | $545K | Buy |
5,111
+1,239
| +32% | +$132K | 0.06% | 215 |
|
|
2024
Q3 | $421K | Buy |
3,872
+171
| +5% | +$18.6K | 0.05% | 232 |
|
|
2024
Q2 | $394K | Sell |
3,701
-622
| -14% | -$66.3K | 0.04% | 232 |
|
|
2024
Q1 | $465K | Buy |
4,323
+1,587
| +58% | +$171K | 0.05% | 225 |
|
|
2023
Q4 | $297K | Buy |
+2,736
| New | +$297K | 0.04% | 263 |
|