Cyndeo Wealth Partners’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 | $1.05M | Buy |
+10,076
| New | +$1.05M | 0.06% | 223 |
|
|
2025
Q1 | – | Sell |
-2,264
| Closed | -$241K | – | 470 |
|
|
2024
Q4 | $241K | Sell |
2,264
-3,619
| -62% | -$386K | 0.02% | 404 |
|
|
2024
Q3 | $639K | Buy |
5,883
+493
| +9% | +$53.6K | 0.04% | 264 |
|
|
2024
Q2 | $574K | Buy |
5,390
+1,424
| +36% | +$152K | 0.05% | 262 |
|
|
2024
Q1 | $427K | Buy |
3,966
+371
| +10% | +$39.9K | 0.04% | 277 |
|
|
2023
Q4 | $390K | Buy |
+3,595
| New | +$390K | 0.04% | 276 |
|