Cosner Financial 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
Q1 | – | Sell |
-25,654
| Closed | -$2.73M | – | 39 |
|
|
2024
Q4 | $2.73M | Hold |
25,654
| – | – | 1.73% | 14 |
|
|
2024
Q3 | $2.79M | Sell |
25,654
-14,636
| -36% | -$1.59M | 1.8% | 14 |
|
|
2024
Q2 | $4.29M | Sell |
40,290
-1,161
| -3% | -$124K | 3.04% | 11 |
|
|
2024
Q1 | $4.46M | Buy |
41,451
+10,567
| +34% | +$1.14M | 3.19% | 11 |
|
|
2023
Q4 | $3.35M | Sell |
30,884
-7,696
| -20% | -$834K | 2.83% | 11 |
|
|
2023
Q3 | $3.96M | Buy |
38,580
+505
| +1% | +$51.8K | 3.49% | 12 |
|
|
2023
Q2 | $4.06M | Buy |
+38,075
| New | +$4.06M | 3.35% | 12 |
|