Certus 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 | $604K | Sell |
5,785
-3,980
| -41% | -$416K | 0.39% | 41 |
|
|
2025
Q1 | $1.02M | Sell |
9,765
-907
| -8% | -$94.5K | 0.69% | 32 |
|
|
2024
Q4 | $1.14M | Buy |
10,672
+3,984
| +60% | +$425K | 0.76% | 28 |
|
|
2024
Q3 | $727K | Buy |
6,688
+215
| +3% | +$23.4K | 0.51% | 34 |
|
|
2024
Q2 | $690K | Buy |
6,473
+981
| +18% | +$105K | 0.52% | 39 |
|
|
2024
Q1 | $586K | Buy |
5,492
+8
| +0.1% | +$853 | 0.47% | 39 |
|
|
2023
Q4 | $595K | Buy |
5,484
+693
| +14% | +$75.1K | 0.5% | 40 |
|
|
2023
Q3 | $491K | Sell |
4,791
-6,137
| -56% | -$629K | 0.47% | 41 |
|
|
2023
Q2 | $1.17M | Buy |
+10,928
| New | +$1.17M | 1.16% | 24 |
|