Cardinal Strategic Wealth Guidance’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 | $19.4M | Sell |
185,236
-21,134
| -10% | -$2.21M | 5.58% | 5 |
|
|
2025
Q1 | $21.8M | Buy |
206,370
+1,973
| +1% | +$208K | 6.95% | 4 |
|
|
2024
Q4 | $21.8M | Sell |
204,397
-334
| -0.2% | -$35.6K | 6.94% | 4 |
|
|
2024
Q3 | $22.2M | Buy |
204,731
+5,220
| +3% | +$567K | 7.28% | 5 |
|
|
2024
Q2 | $21.3M | Buy |
199,511
+1,553
| +0.8% | +$165K | 7.66% | 5 |
|
|
2024
Q1 | $21.3M | Buy |
197,958
+5,771
| +3% | +$621K | 8.01% | 4 |
|
|
2023
Q4 | $20.8M | Buy |
192,187
+40,616
| +27% | +$4.4M | 8.28% | 4 |
|
|
2023
Q3 | $15.5M | Sell |
151,571
-1,601
| -1% | -$164K | 7.2% | 6 |
|
|
2023
Q2 | $16.3M | Buy |
153,172
+880
| +0.6% | +$93.9K | 7.26% | 5 |
|
|
2023
Q1 | $16.4M | Buy |
152,292
+149,423
| +5,208% | +$16.1M | 7.61% | 5 |
|
|
2022
Q4 | $303K | Sell |
2,869
-191,969
| -99% | -$20.3M | 0.15% | 57 |
|
|
2022
Q3 | $20M | Buy |
194,838
+49,156
| +34% | +$5.04M | 10.62% | 3 |
|
|
2022
Q2 | $15.5M | Buy |
145,682
+36,190
| +33% | +$3.85M | 7.9% | 3 |
|
|
2022
Q1 | $12M | Sell |
109,492
-16,130
| -13% | -$1.77M | 5.51% | 5 |
|
|
2021
Q4 | $14.6M | Sell |
125,622
-8,528
| -6% | -$992K | 6.81% | 4 |
|
|
2021
Q3 | $15.6M | Sell |
134,150
-15,506
| -10% | -$1.8M | 8.16% | 3 |
|
|
2021
Q2 | $17.5M | Buy |
149,656
+3,437
| +2% | +$403K | 9.23% | 2 |
|
|
2021
Q1 | $17M | Buy |
146,219
+9,062
| +7% | +$1.05M | 9.95% | 2 |
|
|
2020
Q4 | $16.1M | Buy |
137,157
+17,022
| +14% | +$2M | 9.54% | 3 |
|
|
2020
Q3 | $13.9M | Buy |
120,135
+9,272
| +8% | +$1.07M | 9.85% | 3 |
|
|
2020
Q2 | $12.8M | Buy |
110,863
+19,200
| +21% | +$2.22M | 9.52% | 3 |
|
|
2020
Q1 | $10.4M | Buy |
+91,663
| New | +$10.4M | 9.49% | 6 |
|