Cypress Financial Planning’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 | $837K | Buy |
8,010
+750
| +10% | +$78.4K | 0.27% | 31 |
|
|
2025
Q1 | $765K | Buy |
7,260
+722
| +11% | +$76.1K | 0.27% | 31 |
|
|
2024
Q4 | $697K | Buy |
6,538
+2,827
| +76% | +$301K | 0.26% | 35 |
|
|
2024
Q3 | $403K | Buy |
3,711
+370
| +11% | +$40.2K | 0.15% | 44 |
|
|
2024
Q2 | $356K | Buy |
3,341
+1,125
| +51% | +$120K | 0.15% | 48 |
|
|
2024
Q1 | $238K | Buy |
+2,216
| New | +$238K | 0.11% | 61 |
|