Carolinas Wealth Consulting’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 | – | Sell |
-3,160
| Closed | -$333K | – | 608 |
|
|
2025
Q1 | $333K | Sell |
3,160
-269
| -8% | -$28.4K | 0.07% | 131 |
|
|
2024
Q4 | $365K | Buy |
3,429
+35
| +1% | +$3.73K | 0.07% | 134 |
|
|
2024
Q3 | $369K | Sell |
3,394
-1,474
| -30% | -$160K | 0.07% | 136 |
|
|
2024
Q2 | $519K | Buy |
4,868
+3,317
| +214% | +$353K | 0.1% | 102 |
|
|
2024
Q1 | $167K | Buy |
1,551
+50
| +3% | +$5.38K | 0.03% | 195 |
|
|
2023
Q4 | $163K | Buy |
1,501
+5
| +0.3% | +$542 | 0.04% | 177 |
|
|
2023
Q3 | $151K | Sell |
1,496
-349
| -19% | -$35.3K | 0.04% | 176 |
|
|
2023
Q2 | $197K | Buy |
1,845
+629
| +52% | +$67.1K | 0.04% | 171 |
|
|
2023
Q1 | $131K | Buy |
1,216
+149
| +14% | +$16K | 0.03% | 227 |
|
|
2022
Q4 | $113K | Buy |
+1,067
| New | +$113K | 0.03% | 248 |
|
|
2021
Q4 | – | Sell |
-108
| Closed | -$12K | – | 999 |
|
|
2021
Q3 | $12K | Buy |
108
+1
| +0.9% | +$111 | ﹤0.01% | 560 |
|
|
2021
Q2 | $13K | Hold |
107
| – | – | ﹤0.01% | 577 |
|
|
2021
Q1 | $12K | Buy |
107
+15
| +16% | +$1.68K | ﹤0.01% | 599 |
|
|
2020
Q4 | $11K | Buy |
92
+81
| +736% | +$9.69K | ﹤0.01% | 570 |
|
|
2020
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 856 |
|