Compass Financial Group (Florida)’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 | $1.17M | Buy |
11,212
+219
| +2% | +$22.9K | 0.59% | 32 |
|
|
2025
Q1 | $1.16M | Buy |
10,993
+21
| +0.2% | +$2.21K | 0.6% | 33 |
|
|
2024
Q4 | $1.17M | Buy |
10,972
+16
| +0.1% | +$1.71K | 0.56% | 34 |
|
|
2024
Q3 | $1.19M | Buy |
10,956
+737
| +7% | +$80.1K | 0.55% | 34 |
|
|
2024
Q2 | $1.09M | Buy |
10,219
+1,037
| +11% | +$111K | 0.54% | 32 |
|
|
2024
Q1 | $988K | Sell |
9,182
-50
| -0.5% | -$5.38K | 0.53% | 31 |
|
|
2023
Q4 | $1M | Buy |
+9,232
| New | +$1M | 0.56% | 31 |
|