Cascade Financial Partners’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 | $3.58M | Sell |
34,247
-5,366
| -14% | -$561K | 0.43% | 49 |
|
|
2025
Q1 | $4.18M | Buy |
39,613
+1,191
| +3% | +$126K | 0.53% | 38 |
|
|
2024
Q4 | $4.09M | Sell |
38,422
-4,949
| -11% | -$527K | 0.53% | 34 |
|
|
2024
Q3 | $4.65M | Sell |
43,371
-731
| -2% | -$78.4K | 0.58% | 32 |
|
|
2024
Q2 | $4.7M | Sell |
44,102
-1,073
| -2% | -$114K | 0.62% | 30 |
|
|
2024
Q1 | $4.81M | Buy |
+45,175
| New | +$4.81M | 0.69% | 28 |
|