Coppell Advisory Solutions’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
Q1 | – | Sell |
-1,872
| Closed | -$200K | – | 1291 |
|
|
2024
Q4 | $200K | Buy |
1,872
+1,585
| +552% | +$169K | 0.03% | 273 |
|
|
2024
Q3 | $31.2K | Hold |
287
| – | – | ﹤0.01% | 699 |
|
|
2024
Q2 | $30.6K | Buy |
+287
| New | +$30.6K | 0.01% | 630 |
|
|
2023
Q4 | $3.79K | Buy |
35
+31
| +775% | +$3.36K | ﹤0.01% | 1169 |
|
|
2023
Q3 | $422 | Sell |
4
-6
| -60% | -$633 | ﹤0.01% | 1034 |
|
|
2023
Q2 | $1.07K | Buy |
+10
| New | +$1.07K | ﹤0.01% | 1135 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | -$422 | – | 748 |
|
|
2022
Q4 | $422 | Buy |
+4
| New | +$422 | ﹤0.01% | 1036 |
|