Colton Groome Financial Advisors’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 | $1.48M | Buy |
14,190
+8,050
| +131% | +$841K | 0.5% | 39 |
|
|
2025
Q1 | $643K | Sell |
6,140
-21,275
| -78% | -$2.23M | 0.25% | 60 |
|
|
2024
Q4 | $2.92M | Buy |
27,415
+680
| +3% | +$72.5K | 1.12% | 21 |
|
|
2024
Q3 | $2.9M | Sell |
26,735
-2,620
| -9% | -$285K | 1.09% | 21 |
|
|
2024
Q2 | $3.13M | Sell |
29,355
-3,450
| -11% | -$368K | 1.23% | 19 |
|
|
2024
Q1 | $3.53M | Buy |
32,805
+8,635
| +36% | +$929K | 1.42% | 16 |
|
|
2023
Q4 | $2.62M | Buy |
24,170
+3,027
| +14% | +$328K | 1.14% | 25 |
|
|
2023
Q3 | $2.17M | Sell |
21,143
-960
| -4% | -$98.4K | 1.09% | 23 |
|
|
2023
Q2 | $2.36M | Buy |
22,103
+11,267
| +104% | +$1.2M | 1.11% | 25 |
|
|
2023
Q1 | $1.17M | Buy |
10,836
+3,316
| +44% | +$357K | 0.56% | 44 |
|
|
2022
Q4 | $794K | Sell |
7,520
-1,530
| -17% | -$161K | 0.39% | 51 |
|
|
2022
Q3 | $928K | Sell |
9,050
-435
| -5% | -$44.6K | 0.47% | 44 |
|
|
2022
Q2 | $1.01M | Buy |
9,485
+2,540
| +37% | +$270K | 0.5% | 38 |
|
|
2022
Q1 | $761K | Buy |
6,945
+573
| +9% | +$62.8K | 0.35% | 46 |
|
|
2021
Q4 | $741K | Sell |
6,372
-4,950
| -44% | -$576K | 0.3% | 62 |
|
|
2021
Q3 | $1.32M | Buy |
11,322
+8,125
| +254% | +$944K | 0.57% | 35 |
|
|
2021
Q2 | $375K | Buy |
3,197
+175
| +6% | +$20.5K | 0.17% | 85 |
|
|
2021
Q1 | $351K | Buy |
+3,022
| New | +$351K | 0.2% | 53 |
|