Concord Wealth Partners’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 | $207K | Sell |
1,977
-261
| -12% | -$27.3K | 0.03% | 198 |
|
|
2025
Q1 | $236K | Sell |
2,238
-627
| -22% | -$66.1K | 0.04% | 181 |
|
|
2024
Q4 | $305K | Sell |
2,865
-101
| -3% | -$10.8K | 0.05% | 170 |
|
|
2024
Q3 | $322K | Sell |
2,966
-134
| -4% | -$14.6K | 0.05% | 166 |
|
|
2024
Q2 | $330K | Sell |
3,100
-3,308
| -52% | -$352K | 0.06% | 160 |
|
|
2024
Q1 | $690K | Sell |
6,408
-2,828
| -31% | -$304K | 0.12% | 119 |
|
|
2023
Q4 | $1M | Sell |
9,236
-4,968
| -35% | -$539K | 0.2% | 93 |
|
|
2023
Q3 | $1.46M | Sell |
14,204
-4,174
| -23% | -$428K | 0.31% | 58 |
|
|
2023
Q2 | $1.96M | Buy |
18,378
+988
| +6% | +$105K | 0.42% | 44 |
|
|
2023
Q1 | $1.87M | Sell |
17,390
-5,246
| -23% | -$565K | 0.53% | 32 |
|
|
2022
Q4 | $2.39M | Sell |
22,636
-1,587
| -7% | -$167K | 0.72% | 29 |
|
|
2022
Q3 | $2.49M | Sell |
24,223
-452
| -2% | -$46.4K | 0.79% | 25 |
|
|
2022
Q2 | $2.62M | Sell |
24,675
-2,033
| -8% | -$216K | 0.72% | 25 |
|
|
2022
Q1 | $2.93M | Sell |
26,708
-1,366
| -5% | -$150K | 0.76% | 25 |
|
|
2021
Q4 | $3.26M | Buy |
28,074
+10,738
| +62% | +$1.25M | 0.8% | 21 |
|
|
2021
Q3 | $2.01M | Sell |
17,336
-9,489
| -35% | -$1.1M | 0.82% | 16 |
|
|
2021
Q2 | $3.14M | Sell |
26,825
-30,574
| -53% | -$3.58M | 0.9% | 15 |
|
|
2021
Q1 | $6.66M | Sell |
57,399
-48,759
| -46% | -$5.66M | 2.24% | 11 |
|
|
2020
Q4 | $12.4M | Buy |
+106,158
| New | +$12.4M | 9.6% | 2 |
|