Cardiff Park 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 | $264K | Buy |
2,523
+12
| +0.5% | +$1.25K | 0.02% | 231 |
|
|
2025
Q1 | $265K | Buy |
2,511
+8
| +0.3% | +$843 | 0.03% | 222 |
|
|
2024
Q4 | $267K | Buy |
2,503
+15
| +0.6% | +$1.6K | 0.03% | 221 |
|
|
2024
Q3 | $270K | Sell |
2,488
-137
| -5% | -$14.9K | 0.02% | 212 |
|
|
2024
Q2 | $280K | Buy |
2,625
+159
| +6% | +$16.9K | 0.03% | 199 |
|
|
2024
Q1 | $265K | Buy |
2,466
+7
| +0.3% | +$753 | 0.03% | 214 |
|
|
2023
Q4 | $267K | Buy |
2,459
+14
| +0.6% | +$1.52K | 0.03% | 196 |
|
|
2023
Q3 | $251K | Buy |
2,445
+10
| +0.4% | +$1.03K | 0.03% | 195 |
|
|
2023
Q2 | $260K | Sell |
2,435
-169
| -6% | -$18K | 0.03% | 203 |
|
|
2023
Q1 | $281K | Buy |
2,604
+184
| +8% | +$19.8K | 0.04% | 188 |
|
|
2022
Q4 | $255K | Buy |
2,420
+11
| +0.5% | +$1.16K | 0.04% | 206 |
|
|
2022
Q3 | $247K | Sell |
2,409
-609
| -20% | -$62.4K | 0.04% | 205 |
|
|
2022
Q2 | $321K | Sell |
3,018
-1,311
| -30% | -$139K | 0.05% | 185 |
|
|
2022
Q1 | $475K | Buy |
4,329
+6
| +0.1% | +$658 | 0.07% | 144 |
|
|
2021
Q4 | $503K | Buy |
+4,323
| New | +$503K | 0.07% | 138 |
|