Eley Financial 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
$754K Hold
7,221
0.29% 59
2025
Q1
$762K Sell
7,221
-376
-5% -$39.7K 0.31% 60
2024
Q4
$809K Sell
7,597
-230
-3% -$24.5K 0.32% 59
2024
Q3
$850K Buy
7,827
+418
+6% +$45.4K 0.34% 59
2024
Q2
$789K Sell
7,409
-811
-10% -$86.4K 0.33% 57
2024
Q1
$884K Hold
8,220
0.38% 57
2023
Q4
$891K Sell
8,220
-2,801
-25% -$304K 0.42% 56
2023
Q3
$1.13M Hold
11,021
0.58% 46
2023
Q2
$1.18M Hold
11,021
0.57% 43
2023
Q1
$1.19M Hold
11,021
0.61% 45
2022
Q4
$1.16M Buy
+11,021
New +$1.16M 0.63% 49