D.L. Carlson Investment 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
Q2 | $9.06M | Buy |
86,701
+49,476
| +133% | +$5.17M | 1.65% | 13 |
|
|
2025
Q1 | $3.93M | Buy |
37,225
+1,028
| +3% | +$108K | 0.75% | 34 |
|
|
2024
Q4 | $3.86M | Sell |
36,197
-7,162
| -17% | -$763K | 0.69% | 45 |
|
|
2024
Q3 | $4.71M | Buy |
43,359
+2,744
| +7% | +$298K | 0.85% | 29 |
|
|
2024
Q2 | $4.33M | Buy |
40,615
+3,359
| +9% | +$358K | 0.84% | 28 |
|
|
2024
Q1 | $4.01M | Buy |
37,256
+3,035
| +9% | +$327K | 0.78% | 39 |
|
|
2023
Q4 | $3.7M | Sell |
34,221
-925
| -3% | -$99.9K | 0.75% | 43 |
|
|
2023
Q3 | $3.6M | Sell |
35,146
-1,199
| -3% | -$123K | 0.73% | 50 |
|
|
2023
Q2 | $3.88M | Buy |
+36,345
| New | +$3.88M | 0.74% | 47 |
|