Catalyst 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 | $9.6M | Sell |
91,853
-12,510
| -12% | -$1.31M | 1.05% | 14 |
|
|
2025
Q1 | $11M | Buy |
104,363
+8,342
| +9% | +$880K | 2.03% | 11 |
|
|
2024
Q4 | $10.2M | Buy |
96,021
+3,068
| +3% | +$327K | 1.92% | 11 |
|
|
2024
Q3 | $10.1M | Buy |
92,953
+6,253
| +7% | +$679K | 1.98% | 11 |
|
|
2024
Q2 | $9.24M | Buy |
86,700
+182
| +0.2% | +$19.4K | 2.03% | 11 |
|
|
2024
Q1 | $9.2M | Buy |
86,518
+14,010
| +19% | +$1.49M | 2.37% | 10 |
|
|
2023
Q4 | $7.86M | Buy |
72,508
+11,559
| +19% | +$1.25M | 2.22% | 10 |
|
|
2023
Q3 | $6.25M | Buy |
60,949
+9,974
| +20% | +$1.02M | 2.02% | 12 |
|
|
2023
Q2 | $5.44M | Buy |
50,975
+7,735
| +18% | +$826K | 1.94% | 13 |
|
|
2023
Q1 | $4.66M | Sell |
43,240
-271
| -0.6% | -$29.2K | 1.99% | 13 |
|
|
2022
Q4 | $4.59M | Buy |
+43,511
| New | +$4.59M | 2.36% | 10 |
|