Centurion 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 | $495K | Buy |
4,735
+338
| +8% | +$35.3K | 0.14% | 125 |
|
2025
Q1 | $469K | Hold |
4,397
| – | – | 0.15% | 111 |
|
2024
Q4 | $469K | Buy |
4,397
+60
| +1% | +$6.39K | 0.15% | 111 |
|
2024
Q3 | $471K | Buy |
+4,337
| New | +$471K | 0.15% | 105 |
|
2023
Q1 | – | Sell |
-2,775
| Closed | -$293K | – | 159 |
|
2022
Q4 | $293K | Buy |
+2,775
| New | +$293K | 0.17% | 108 |
|