Cherry Tree 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 | $659K | Sell |
6,308
-2,953
| -32% | -$309K | 0.15% | 79 |
|
|
2025
Q1 | $976K | Sell |
9,261
-655
| -7% | -$69.1K | 0.24% | 70 |
|
|
2024
Q4 | $1.06M | Hold |
9,916
| – | – | 0.26% | 66 |
|
|
2024
Q3 | $1.08M | Sell |
9,916
-1,305
| -12% | -$142K | 0.26% | 68 |
|
|
2024
Q2 | $1.2M | Buy |
11,221
+2,758
| +33% | +$294K | 0.3% | 61 |
|
|
2024
Q1 | $911K | Hold |
8,463
| – | – | 0.23% | 67 |
|
|
2023
Q4 | $917K | Sell |
8,463
-1,052
| -11% | -$114K | 0.25% | 65 |
|
|
2023
Q3 | $976K | Sell |
9,515
-4,349
| -31% | -$446K | 0.29% | 56 |
|
|
2023
Q2 | $1.48M | Buy |
+13,864
| New | +$1.48M | 0.43% | 41 |
|