Boyd 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 | $506K | Buy |
4,842
+76
| +2% | +$7.94K | 0.22% | 36 |
|
|
2025
Q1 | $503K | Buy |
4,766
+919
| +24% | +$96.9K | 0.25% | 31 |
|
|
2024
Q4 | $410K | Buy |
3,847
+768
| +25% | +$81.8K | 0.2% | 36 |
|
|
2024
Q3 | $334K | Buy |
3,079
+243
| +9% | +$26.4K | 0.17% | 38 |
|
|
2024
Q2 | $302K | Sell |
2,836
-1,940
| -41% | -$207K | 0.17% | 39 |
|
|
2024
Q1 | $514K | Buy |
+4,776
| New | +$514K | 0.29% | 32 |
|
|
2023
Q4 | – | Sell |
-2,379
| Closed | -$244K | – | 43 |
|
|
2023
Q3 | $244K | Buy |
+2,379
| New | +$244K | 0.16% | 39 |
|
|
2022
Q4 | – | Sell |
-18,350
| Closed | -$1.88M | – | 44 |
|
|
2022
Q3 | $1.88M | Buy |
18,350
+8,069
| +78% | +$828K | 1.51% | 14 |
|
|
2022
Q2 | $1.09M | Sell |
10,281
-1,202
| -10% | -$128K | 0.89% | 16 |
|
|
2022
Q1 | $1.26M | Buy |
11,483
+2,052
| +22% | +$225K | 0.94% | 14 |
|
|
2021
Q4 | $1.1M | Buy |
+9,431
| New | +$1.1M | 0.8% | 18 |
|