Beaird Harris 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
Q2 | $4.09M | Buy |
39,144
+8,623
| +28% | +$901K | 0.32% | 39 |
|
|
2025
Q1 | $3.22M | Sell |
30,521
-9,578
| -24% | -$1.01M | 0.27% | 40 |
|
|
2024
Q4 | $4.27M | Sell |
40,099
-2,555
| -6% | -$272K | 0.37% | 36 |
|
|
2024
Q3 | $4.63M | Buy |
42,654
+213
| +0.5% | +$23.1K | 0.4% | 34 |
|
|
2024
Q2 | $4.52M | Buy |
42,441
+15,027
| +55% | +$1.6M | 0.43% | 33 |
|
|
2024
Q1 | $2.95M | Buy |
27,414
+127
| +0.5% | +$13.7K | 0.29% | 37 |
|
|
2023
Q4 | $2.96M | Sell |
27,287
-57,332
| -68% | -$6.22M | 0.31% | 37 |
|
|
2023
Q3 | $8.68M | Buy |
84,619
+75,769
| +856% | +$7.77M | 1.04% | 19 |
|
|
2023
Q2 | $945K | Buy |
+8,850
| New | +$945K | 0.11% | 45 |
|
|
2022
Q2 | – | Sell |
-7
| Closed | -$1K | – | 529 |
|
|
2022
Q1 | $1K | Buy |
7
+3
| +75% | +$429 | ﹤0.01% | 566 |
|
|
2021
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 661 |
|