Capasso Planning Partners’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 | $1.3M | Sell |
12,472
-3,201
| -20% | -$334K | 0.74% | 23 |
|
|
2025
Q1 | $1.65M | Buy |
15,673
+367
| +2% | +$38.7K | 0.69% | 28 |
|
|
2024
Q4 | $1.63M | Sell |
15,306
-5,990
| -28% | -$638K | 0.65% | 31 |
|
|
2024
Q3 | $2.31M | Sell |
21,296
-48
| -0.2% | -$5.21K | 0.68% | 27 |
|
|
2024
Q2 | $2.27M | Sell |
21,344
-1,874
| -8% | -$200K | 0.74% | 32 |
|
|
2024
Q1 | $2.5M | Sell |
23,218
-2,445
| -10% | -$263K | 1.03% | 19 |
|
|
2023
Q4 | $2.78M | Buy |
25,663
+3,544
| +16% | +$384K | 1.3% | 19 |
|
|
2023
Q3 | $2.27M | Sell |
22,119
-5,755
| -21% | -$590K | 1.21% | 20 |
|
|
2023
Q2 | $2.98M | Sell |
27,874
-4,528
| -14% | -$483K | 1.6% | 18 |
|
|
2023
Q1 | $3.49M | Sell |
32,402
-1,920
| -6% | -$207K | 2.05% | 15 |
|
|
2022
Q4 | $3.62M | Buy |
34,322
+1,827
| +6% | +$193K | 2.31% | 14 |
|
|
2022
Q3 | $3.33M | Sell |
32,495
-841
| -3% | -$86.3K | 2.33% | 11 |
|
|
2022
Q2 | $3.55M | Buy |
33,336
+2,793
| +9% | +$297K | 2.52% | 12 |
|
|
2022
Q1 | $3.35M | Buy |
30,543
+14,189
| +87% | +$1.56M | 2.36% | 12 |
|
|
2021
Q4 | $1.9M | Buy |
+16,354
| New | +$1.9M | 1.39% | 17 |
|