Capstone 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 | $1.96M | Sell |
18,728
-626
| -3% | -$65.4K | 0.11% | 42 |
|
|
2025
Q1 | $2.04M | Sell |
19,354
-57
| -0.3% | -$6.01K | 0.13% | 42 |
|
|
2024
Q4 | $2.07M | Sell |
19,411
-302
| -2% | -$32.2K | 0.13% | 39 |
|
|
2024
Q3 | $2.14M | Buy |
19,713
+246
| +1% | +$26.7K | 0.13% | 38 |
|
|
2024
Q2 | $2.07M | Sell |
19,467
-852
| -4% | -$90.8K | 0.14% | 37 |
|
|
2024
Q1 | $2.19M | Sell |
20,319
-1,455
| -7% | -$157K | 0.15% | 36 |
|
|
2023
Q4 | $2.36M | Sell |
21,774
-884
| -4% | -$95.8K | 0.17% | 34 |
|
|
2023
Q3 | $2.32M | Buy |
22,658
+153
| +0.7% | +$15.7K | 0.18% | 32 |
|
|
2023
Q2 | $2.4M | Sell |
22,505
-245
| -1% | -$26.1K | 0.18% | 32 |
|
|
2023
Q1 | $2.45M | Sell |
22,750
-177
| -0.8% | -$19.1K | 0.19% | 32 |
|
|
2022
Q4 | $2.42M | Buy |
22,927
+2,888
| +14% | +$305K | 0.2% | 31 |
|
|
2022
Q3 | $2.06M | Buy |
20,039
+14,765
| +280% | +$1.51M | 0.19% | 31 |
|
|
2022
Q2 | $561K | Buy |
+5,274
| New | +$561K | 0.05% | 71 |
|