Cardinal Point Capital Management’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 | $33.5M | Sell |
320,647
-10,528
| -3% | -$1.1M | 2.65% | 8 |
|
|
2025
Q1 | $34.9M | Buy |
331,175
+17,590
| +6% | +$1.85M | 3.21% | 7 |
|
|
2024
Q4 | $33.4M | Buy |
313,585
+28,114
| +10% | +$3M | 5.3% | 6 |
|
|
2024
Q3 | $31M | Buy |
285,471
+14,227
| +5% | +$1.55M | 5.17% | 6 |
|
|
2024
Q2 | $28.9M | Buy |
271,244
+42,298
| +18% | +$4.51M | 5.03% | 7 |
|
|
2024
Q1 | $24.6M | Buy |
+228,946
| New | +$24.6M | 4.69% | 9 |
|