Donaldson Capital Management’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 | $746K | Hold |
7,136
| – | – | 0.03% | 150 |
|
|
2025
Q1 | $752K | Sell |
7,136
-1,637
| -19% | -$173K | 0.03% | 150 |
|
|
2024
Q4 | $935K | Buy |
8,773
+268
| +3% | +$28.6K | 0.04% | 139 |
|
|
2024
Q3 | $924K | Buy |
8,505
+1,840
| +28% | +$200K | 0.04% | 137 |
|
|
2024
Q2 | $710K | Buy |
+6,665
| New | +$710K | 0.03% | 142 |
|
|
2024
Q1 | – | Sell |
-1,947
| Closed | -$211K | – | 210 |
|
|
2023
Q4 | $211K | Buy |
+1,947
| New | +$211K | 0.01% | 209 |
|