Consilio Wealth 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 | $1.27M | Sell |
12,219
-2,721
| -18% | -$284K | 0.45% | 26 |
|
|
2025
Q1 | $1.58M | Buy |
14,940
+933
| +7% | +$98.4K | 0.66% | 19 |
|
|
2024
Q4 | $1.49M | Buy |
14,007
+800
| +6% | +$85.2K | 0.61% | 21 |
|
|
2024
Q3 | $1.43M | Buy |
13,207
+525
| +4% | +$57K | 0.59% | 22 |
|
|
2024
Q2 | $1.35M | Sell |
12,682
-138
| -1% | -$14.7K | 0.61% | 22 |
|
|
2024
Q1 | $1.38M | Sell |
12,820
-284
| -2% | -$30.6K | 0.65% | 20 |
|
|
2023
Q4 | $1.42M | Sell |
13,104
-5,021
| -28% | -$544K | 0.72% | 22 |
|
|
2023
Q3 | $1.84M | Sell |
18,125
-324
| -2% | -$32.9K | 1.07% | 18 |
|
|
2023
Q2 | $1.97M | Sell |
18,449
-181
| -1% | -$19.3K | 1.08% | 19 |
|
|
2023
Q1 | $2.01M | Buy |
18,630
+833
| +5% | +$89.7K | 1.14% | 21 |
|
|
2022
Q4 | $1.88M | Buy |
17,797
+992
| +6% | +$105K | 1.2% | 19 |
|
|
2022
Q3 | $1.72M | Sell |
16,805
-595
| -3% | -$61K | 1.35% | 18 |
|
|
2022
Q2 | $1.85M | Buy |
17,400
+1,517
| +10% | +$161K | 1.5% | 17 |
|
|
2022
Q1 | $1.74M | Sell |
15,883
-1,359
| -8% | -$149K | 1.37% | 14 |
|
|
2021
Q4 | $2.01M | Buy |
+17,242
| New | +$2.01M | 1.56% | 15 |
|