Edgemoor Investment Advisors’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 | $769K | Sell |
7,363
-2,500
| -25% | -$261K | 0.07% | 103 |
|
|
2025
Q1 | $1.04M | Buy |
9,863
+1,900
| +24% | +$200K | 0.1% | 95 |
|
|
2024
Q4 | $848K | Sell |
7,963
-1,435
| -15% | -$153K | 0.07% | 99 |
|
|
2024
Q3 | $1.02M | Buy |
9,398
+3,508
| +60% | +$381K | 0.09% | 94 |
|
|
2024
Q2 | $628K | Buy |
5,890
+2,330
| +65% | +$248K | 0.06% | 104 |
|
|
2024
Q1 | $383K | Hold |
3,560
| – | – | 0.04% | 119 |
|
|
2023
Q4 | $386K | Buy |
+3,560
| New | +$386K | 0.04% | 118 |
|