Ehrlich Financial 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 | $886K | Sell |
8,477
-253
| -3% | -$26.4K | 0.57% | 47 |
|
|
2025
Q1 | $920K | Sell |
8,730
-117
| -1% | -$12.3K | 0.67% | 45 |
|
|
2024
Q4 | $943K | Buy |
8,847
+315
| +4% | +$33.6K | 0.67% | 35 |
|
|
2024
Q3 | $927K | Buy |
8,532
+967
| +13% | +$105K | 0.66% | 35 |
|
|
2024
Q2 | $806K | Buy |
7,565
+1,373
| +22% | +$146K | 0.64% | 35 |
|
|
2024
Q1 | $666K | Buy |
6,192
+3,409
| +122% | +$367K | 0.56% | 37 |
|
|
2023
Q4 | $302K | Buy |
+2,783
| New | +$302K | 0.3% | 70 |
|