CarsonAllaria Wealth 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 | $23.4K | Sell |
223
-5
| -2% | -$524 | 0.01% | 185 |
|
|
2025
Q1 | $24K | Buy |
228
+2
| +0.9% | +$211 | 0.01% | 178 |
|
|
2024
Q4 | $24.2K | Sell |
226
-598
| -73% | -$64K | 0.01% | 182 |
|
|
2024
Q3 | $89.6K | Buy |
824
+112
| +16% | +$12.2K | 0.05% | 105 |
|
|
2024
Q2 | $75.9K | Buy |
712
+6
| +0.8% | +$640 | 0.05% | 110 |
|
|
2024
Q1 | $76.1K | Sell |
706
-166
| -19% | -$17.9K | 0.05% | 115 |
|
|
2023
Q4 | $94.6K | Buy |
872
+8
| +0.9% | +$868 | 0.07% | 91 |
|
|
2023
Q3 | $88.7K | Sell |
864
-38
| -4% | -$3.9K | 0.07% | 92 |
|
|
2023
Q2 | $96.3K | Buy |
902
+4
| +0.4% | +$427 | 0.08% | 86 |
|
|
2023
Q1 | $96.8K | Buy |
898
+4
| +0.4% | +$431 | 0.08% | 88 |
|
|
2022
Q4 | $94K | Sell |
894
-2,475
| -73% | -$260K | 0.08% | 85 |
|
|
2022
Q3 | $346K | Sell |
3,369
-531
| -14% | -$54.5K | 0.32% | 38 |
|
|
2022
Q2 | $415K | Sell |
3,900
-8,711
| -69% | -$927K | 0.39% | 33 |
|
|
2022
Q1 | $1.38M | Sell |
12,611
-3
| -0% | -$329 | 1.24% | 20 |
|
|
2021
Q4 | $1.47M | Buy |
+12,614
| New | +$1.47M | 1.3% | 22 |
|