CVA Family Office’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 | $2.39M | Buy |
22,884
+8,773
| +62% | +$917K | 0.34% | 55 |
|
|
2025
Q1 | $1.49M | Buy |
14,111
+8,886
| +170% | +$937K | 0.23% | 74 |
|
|
2024
Q4 | $557K | Buy |
5,225
+875
| +20% | +$93.2K | 0.09% | 144 |
|
|
2024
Q3 | $473K | Buy |
4,350
+1,456
| +50% | +$158K | 0.08% | 154 |
|
|
2024
Q2 | $308K | Buy |
2,894
+1,965
| +212% | +$209K | 0.06% | 190 |
|
|
2024
Q1 | $100K | Buy |
929
+146
| +19% | +$15.7K | 0.02% | 355 |
|
|
2023
Q4 | $84.9K | Buy |
+783
| New | +$84.9K | 0.02% | 362 |
|
|
2023
Q3 | – | Sell |
-783
| Closed | -$83.6K | – | 687 |
|
|
2023
Q2 | $83.6K | Hold |
783
| – | – | 0.02% | 340 |
|
|
2023
Q1 | $84.4K | Buy |
+783
| New | +$84.4K | 0.02% | 339 |
|
|
2022
Q4 | – | Sell |
-861
| Closed | -$88K | – | 989 |
|
|
2022
Q3 | $88K | Hold |
861
| – | – | 0.02% | 261 |
|
|
2022
Q2 | $92K | Hold |
861
| – | – | 0.03% | 257 |
|
|
2022
Q1 | $94K | Hold |
861
| – | – | 0.02% | 272 |
|
|
2021
Q4 | $100K | Buy |
+861
| New | +$100K | 0.02% | 252 |
|
|
2021
Q3 | – | Sell |
-861
| Closed | -$101K | – | 689 |
|
|
2021
Q2 | $101K | Hold |
861
| – | – | 0.03% | 242 |
|
|
2021
Q1 | $100K | Buy |
+861
| New | +$100K | 0.04% | 179 |
|
|
2020
Q2 | – | Sell |
-122
| Closed | -$14K | – | 329 |
|
|
2020
Q1 | $14K | Buy |
+122
| New | +$14K | 0.01% | 224 |
|