Elevate Wealth Advisory’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 | $608K | Buy |
5,817
+25
| +0.4% | +$2.61K | 0.43% | 40 |
|
|
2025
Q1 | $611K | Hold |
5,792
| – | – | 0.43% | 42 |
|
|
2024
Q4 | $617K | Buy |
5,792
+118
| +2% | +$12.6K | 0.46% | 38 |
|
|
2024
Q3 | $616K | Hold |
5,674
| – | – | 0.46% | 38 |
|
|
2024
Q2 | $605K | Buy |
5,674
+25
| +0.4% | +$2.66K | 0.49% | 35 |
|
|
2024
Q1 | $608K | Buy |
5,649
+1,588
| +39% | +$171K | 0.53% | 32 |
|
|
2023
Q4 | $440K | Buy |
+4,061
| New | +$440K | 0.4% | 35 |
|