CIP
Capital Insight Partners’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27M | Sell |
258,852
-8,884
| -3% | -$928K | 4.7% | 2 |
|
|
2025
Q1 | $28.2M | Buy |
267,736
+11,760
| +5% | +$1.24M | 4.93% | 2 |
|
|
2024
Q4 | $27.3M | Buy |
255,976
+5,698
| +2% | +$607K | 4.71% | 3 |
|
|
2024
Q3 | $27.2M | Buy |
250,278
+10,343
| +4% | +$1.12M | 4.76% | 3 |
|
|
2024
Q2 | $25.6M | Sell |
239,935
-4,985
| -2% | -$531K | 4.82% | 3 |
|
|
2024
Q1 | $26.4M | Buy |
244,920
+11,180
| +5% | +$1.2M | 4.92% | 3 |
|
|
2023
Q4 | $25.3M | Buy |
233,740
+6,310
| +3% | +$684K | 5.18% | 3 |
|
|
2023
Q3 | $23.3M | Buy |
227,430
+7,378
| +3% | +$757K | 5.3% | 2 |
|
|
2023
Q2 | $23.5M | Buy |
220,052
+49,581
| +29% | +$5.29M | 5.25% | 3 |
|
|
2023
Q1 | $18.4M | Buy |
170,471
+11,394
| +7% | +$1.23M | 4.32% | 4 |
|
|
2022
Q4 | $16.8M | Sell |
159,077
-6,838
| -4% | -$722K | 4.35% | 3 |
|
|
2022
Q3 | $17M | Buy |
165,915
+13,453
| +9% | +$1.38M | 4.59% | 3 |
|
|
2022
Q2 | $16.2M | Buy |
152,462
+43,051
| +39% | +$4.58M | 3.79% | 3 |
|
|
2022
Q1 | $12M | Buy |
109,411
+3,916
| +4% | +$429K | 2.45% | 7 |
|
|
2021
Q4 | $12.3M | Buy |
105,495
+10,446
| +11% | +$1.21M | 2.5% | 6 |
|
|
2021
Q3 | $11M | Buy |
95,049
+14,518
| +18% | +$1.69M | 2.4% | 6 |
|
|
2021
Q2 | $9.44M | Buy |
80,531
+12,095
| +18% | +$1.42M | 2.13% | 7 |
|
|
2021
Q1 | $7.94M | Sell |
68,436
-7,856
| -10% | -$912K | 1.93% | 8 |
|
|
2020
Q4 | $8.94M | Buy |
76,292
+2,404
| +3% | +$282K | 2.25% | 7 |
|
|
2020
Q3 | $8.57M | Sell |
73,888
-907
| -1% | -$105K | 2.41% | 5 |
|
|
2020
Q2 | $8.63M | Buy |
74,795
+515
| +0.7% | +$59.4K | 2.72% | 5 |
|
|
2020
Q1 | $8.39M | Sell |
74,280
-12,760
| -15% | -$1.44M | 4.43% | 4 |
|
|
2019
Q4 | $9.92M | Buy |
+87,040
| New | +$9.92M | 4.55% | 3 |
|