Ellenbecker Investment 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 | $371K | Buy |
3,552
+24
| +0.7% | +$2.51K | 0.06% | 81 |
|
|
2025
Q1 | $372K | Sell |
3,528
-721
| -17% | -$76K | 0.07% | 77 |
|
|
2024
Q4 | $453K | Sell |
4,249
-91
| -2% | -$9.7K | 0.08% | 69 |
|
|
2024
Q3 | $471K | Sell |
4,340
-773
| -15% | -$84K | 0.09% | 65 |
|
|
2024
Q2 | $545K | Buy |
5,113
+495
| +11% | +$52.7K | 0.11% | 57 |
|
|
2024
Q1 | $497K | Buy |
4,618
+19
| +0.4% | +$2.05K | 0.1% | 58 |
|
|
2023
Q4 | $498K | Buy |
4,599
+36
| +0.8% | +$3.9K | 0.12% | 57 |
|
|
2023
Q3 | $467K | Buy |
4,563
+637
| +16% | +$65.2K | 0.12% | 57 |
|
|
2023
Q2 | $419K | Sell |
3,926
-336
| -8% | -$35.9K | 0.11% | 58 |
|
|
2023
Q1 | $459K | Buy |
4,262
+15
| +0.4% | +$1.62K | 0.12% | 55 |
|
|
2022
Q4 | $488K | Buy |
4,247
+848
| +25% | +$97.4K | 0.14% | 50 |
|
|
2022
Q3 | $348K | Sell |
3,399
-1,100
| -24% | -$113K | 0.11% | 53 |
|
|
2022
Q2 | $478K | Buy |
4,499
+992
| +28% | +$105K | 0.15% | 45 |
|
|
2022
Q1 | $384K | Buy |
+3,507
| New | +$384K | 0.11% | 56 |
|