Elios 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
$918K Sell
8,784
-95
-1% -$9.93K 0.42% 54
2025
Q1
$936K Sell
8,879
-416
-4% -$43.9K 0.46% 49
2024
Q4
$990K Sell
9,295
-1,100
-11% -$117K 0.47% 46
2024
Q3
$1.13M Buy
+10,395
New +$1.13M 0.52% 46