Cornerstone Planning Group’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 | $106K | Sell |
1,018
-2,470
| -71% | -$257K | 0.02% | 134 |
|
|
2025
Q1 | $361K | Buy |
3,488
+1,318
| +61% | +$136K | 0.09% | 56 |
|
|
2024
Q4 | $232K | Buy |
2,170
+524
| +32% | +$56K | 0.06% | 66 |
|
|
2024
Q3 | $176K | Buy |
1,646
+11
| +0.7% | +$1.18K | 0.05% | 76 |
|
|
2024
Q2 | $177K | Sell |
1,635
-532
| -25% | -$57.5K | 0.05% | 83 |
|
|
2024
Q1 | $231K | Sell |
2,167
-838
| -28% | -$89.4K | 0.07% | 69 |
|
|
2023
Q4 | $326K | Sell |
3,005
-1,308
| -30% | -$142K | 0.11% | 58 |
|
|
2023
Q3 | $442K | Buy |
4,313
+252
| +6% | +$25.8K | 0.17% | 48 |
|
|
2023
Q2 | $433K | Buy |
+4,061
| New | +$433K | 0.17% | 53 |
|
|
2022
Q4 | $441K | Buy |
+4,078
| New | +$441K | 0.18% | 61 |
|