Brown 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 | $12.8M | Sell |
122,113
-15,169
| -11% | -$1.58M | 3.96% | 7 |
|
|
2025
Q1 | $14.5M | Sell |
137,282
-16,486
| -11% | -$1.74M | 4.98% | 5 |
|
|
2024
Q4 | $16.4M | Sell |
153,768
-457
| -0.3% | -$48.7K | 5.81% | 6 |
|
|
2024
Q3 | $16.8M | Buy |
154,225
+45,148
| +41% | +$4.9M | 6.05% | 6 |
|
|
2024
Q2 | $11.6M | Buy |
109,077
+6,901
| +7% | +$735K | 4.68% | 7 |
|
|
2024
Q1 | $11M | Buy |
102,176
+8,464
| +9% | +$911K | 4.55% | 7 |
|
|
2023
Q4 | $10.2M | Sell |
93,712
-1,555
| -2% | -$169K | 4.5% | 5 |
|
|
2023
Q3 | $9.77M | Buy |
95,267
+26,595
| +39% | +$2.73M | 4.65% | 4 |
|
|
2023
Q2 | $7.33M | Buy |
+68,672
| New | +$7.33M | 3.79% | 6 |
|