Congress 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 | $4.56M | Sell |
43,606
-901
| -2% | -$94.1K | 0.04% | 405 |
|
|
2025
Q1 | $4.69M | Buy |
44,507
+15,964
| +56% | +$1.68M | 0.06% | 339 |
|
|
2024
Q4 | $3.04M | Buy |
28,543
+3,364
| +13% | +$358K | 0.04% | 353 |
|
|
2024
Q3 | $2.74M | Buy |
25,179
+477
| +2% | +$51.8K | 0.04% | 377 |
|
|
2024
Q2 | $2.63M | Sell |
24,702
-2,455
| -9% | -$262K | 0.04% | 321 |
|
|
2024
Q1 | $2.92M | Sell |
27,157
-3,178
| -10% | -$342K | 0.05% | 281 |
|
|
2023
Q4 | $3.29M | Sell |
30,335
-2,252
| -7% | -$244K | 0.06% | 261 |
|
|
2023
Q3 | $3.34M | Buy |
32,587
+12,892
| +65% | +$1.32M | 0.07% | 256 |
|
|
2023
Q2 | $2.1M | Sell |
19,695
-1,041
| -5% | -$111K | 0.05% | 253 |
|
|
2023
Q1 | $2.23M | Sell |
20,736
-315
| -1% | -$33.9K | 0.05% | 254 |
|
|
2022
Q4 | $2.22M | Sell |
21,051
-59,478
| -74% | -$6.28M | 0.06% | 251 |
|
|
2022
Q3 | $8.26M | Sell |
80,529
-1,551
| -2% | -$159K | 0.22% | 140 |
|
|
2022
Q2 | $8.73M | Buy |
82,080
+1,583
| +2% | +$168K | 0.22% | 135 |
|
|
2022
Q1 | $8.83M | Sell |
80,497
-14,582
| -15% | -$1.6M | 0.19% | 157 |
|
|
2021
Q4 | $11.1M | Buy |
+95,079
| New | +$11.1M | 0.22% | 129 |
|