Cahill Financial Advisors’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 | $1M | Sell |
9,598
-1,495
| -13% | -$156K | 0.12% | 119 |
|
|
2025
Q1 | $1.17M | Sell |
11,093
-725
| -6% | -$76.4K | 0.16% | 101 |
|
|
2024
Q4 | $1.26M | Buy |
11,818
+1,380
| +13% | +$147K | 0.17% | 97 |
|
|
2024
Q3 | $1.13M | Buy |
10,438
+335
| +3% | +$36.4K | 0.16% | 103 |
|
|
2024
Q2 | $1.08M | Buy |
10,103
+767
| +8% | +$81.7K | 0.15% | 117 |
|
|
2024
Q1 | $1M | Buy |
9,336
+709
| +8% | +$76.3K | 0.14% | 122 |
|
|
2023
Q4 | $935K | Sell |
8,627
-2,299
| -21% | -$249K | 0.14% | 125 |
|
|
2023
Q3 | $1.12M | Buy |
10,926
+492
| +5% | +$50.5K | 0.19% | 108 |
|
|
2023
Q2 | $1.11M | Buy |
10,434
+1,562
| +18% | +$167K | 0.18% | 109 |
|
|
2023
Q1 | $956K | Sell |
8,872
-302
| -3% | -$32.5K | 0.17% | 122 |
|
|
2022
Q4 | $968K | Sell |
9,174
-5,423
| -37% | -$572K | 0.19% | 119 |
|
|
2022
Q3 | $1.5M | Sell |
14,597
-78
| -0.5% | -$8K | 0.32% | 73 |
|
|
2022
Q2 | $1.56M | Buy |
14,675
+1,598
| +12% | +$170K | 0.33% | 69 |
|
|
2022
Q1 | $1.43M | Sell |
13,077
-4,019
| -24% | -$441K | 0.27% | 83 |
|
|
2021
Q4 | $1.99M | Buy |
17,096
+96
| +0.6% | +$11.2K | 0.38% | 65 |
|
|
2021
Q3 | $1.98M | Buy |
17,000
+864
| +5% | +$100K | 0.4% | 61 |
|
|
2021
Q2 | $1.89M | Sell |
16,136
-166
| -1% | -$19.5K | 0.43% | 56 |
|
|
2021
Q1 | $1.89M | Sell |
16,302
-803
| -5% | -$93.2K | 0.46% | 53 |
|
|
2020
Q4 | $2.01M | Buy |
+17,105
| New | +$2.01M | 0.51% | 47 |
|