Dynasty Wealth 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 | $29.3M | Buy |
280,593
+7,170
| +3% | +$749K | 0.5% | 39 |
|
|
2025
Q1 | $28.8M | Sell |
273,423
-38,087
| -12% | -$4.02M | 0.48% | 38 |
|
|
2024
Q4 | $33.2M | Buy |
+311,510
| New | +$33.2M | 0.57% | 37 |
|
|
2024
Q3 | – | Sell |
-183,641
| Closed | -$19.6M | – | 252 |
|
|
2024
Q2 | $19.6M | Buy |
183,641
+3,870
| +2% | +$412K | 0.58% | 29 |
|
|
2024
Q1 | $19.3M | Buy |
+179,771
| New | +$19.3M | 0.62% | 28 |
|