Country Club Bank’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
$716K Sell
6,860
-595
-8% -$62.1K 0.05% 237
2025
Q1
$784K Hold
7,455
0.05% 227
2024
Q4
$795K Sell
7,455
-50
-0.7% -$5.33K 0.05% 219
2024
Q3
$816K Sell
7,505
-130
-2% -$14.1K 0.05% 221
2024
Q2
$816K Hold
7,635
0.06% 217
2024
Q1
$822K Sell
7,635
-262
-3% -$28.2K 0.06% 214
2023
Q4
$857K Sell
7,897
-1,353
-15% -$147K 0.06% 206
2023
Q3
$949K Sell
9,250
-45
-0.5% -$4.62K 0.08% 189
2023
Q2
$990K Buy
9,295
+1,965
+27% +$209K 0.08% 183
2023
Q1
$789K Sell
7,330
-375
-5% -$40.3K 0.06% 200
2022
Q4
$813K Sell
7,705
-395
-5% -$41.7K 0.07% 188
2022
Q3
$831K Buy
8,100
+965
+14% +$99K 0.08% 173
2022
Q2
$756K Sell
7,135
-1,105
-13% -$117K 0.07% 181
2022
Q1
$903K Buy
+8,240
New +$903K 0.08% 164