Elm Partners 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 | $6.56M | Sell |
62,781
-1,955
| -3% | -$204K | 0.38% | 25 |
|
|
2025
Q1 | $6.83M | Sell |
64,736
-75,013
| -54% | -$7.91M | 0.44% | 26 |
|
|
2024
Q4 | $14.9M | Buy |
139,749
+8,332
| +6% | +$888K | 1.02% | 20 |
|
|
2024
Q3 | $14.3M | Buy |
131,417
+47,589
| +57% | +$5.17M | 1.02% | 20 |
|
|
2024
Q2 | $8.93M | Sell |
83,828
-48,672
| -37% | -$5.19M | 0.69% | 23 |
|
|
2024
Q1 | $14.3M | Sell |
132,500
-15,990
| -11% | -$1.72M | 1.13% | 19 |
|
|
2023
Q4 | $16.1M | Buy |
148,490
+48,656
| +49% | +$5.27M | 1.46% | 15 |
|
|
2023
Q3 | $10.2M | Buy |
99,834
+23,656
| +31% | +$2.43M | 1.06% | 19 |
|
|
2023
Q2 | $8.13M | Sell |
76,178
-79,076
| -51% | -$8.44M | 0.82% | 22 |
|
|
2023
Q1 | $16.7M | Buy |
155,254
+30,640
| +25% | +$3.3M | 1.76% | 14 |
|
|
2022
Q4 | $13.1M | Sell |
124,614
-10,303
| -8% | -$1.09M | 1.52% | 12 |
|
|
2022
Q3 | $13.8M | Buy |
134,917
+55,740
| +70% | +$5.72M | 1.87% | 12 |
|
|
2022
Q2 | $8.42M | Buy |
79,177
+34,219
| +76% | +$3.64M | 1.1% | 17 |
|
|
2022
Q1 | $4.93M | Buy |
44,958
+32,413
| +258% | +$3.55M | 0.62% | 19 |
|
|
2021
Q4 | $1.46M | Sell |
12,545
-2,006
| -14% | -$233K | 0.18% | 26 |
|
|
2021
Q3 | $1.69M | Buy |
14,551
+3,002
| +26% | +$349K | 0.23% | 28 |
|
|
2021
Q2 | $1.35M | Sell |
11,549
-1,073
| -9% | -$126K | 0.18% | 29 |
|
|
2021
Q1 | $1.47M | Sell |
12,622
-37,505
| -75% | -$4.35M | 0.21% | 29 |
|
|
2020
Q4 | $5.88M | Sell |
50,127
-855
| -2% | -$100K | 0.88% | 23 |
|
|
2020
Q3 | $5.91M | Sell |
50,982
-525
| -1% | -$60.9K | 0.99% | 22 |
|
|
2020
Q2 | $5.94M | Buy |
51,507
+12,217
| +31% | +$1.41M | 1.06% | 23 |
|
|
2020
Q1 | $4.44M | Sell |
39,290
-12,304
| -24% | -$1.39M | 0.98% | 22 |
|
|
2019
Q4 | $5.89M | Sell |
51,594
-461
| -0.9% | -$52.6K | 1.29% | 20 |
|
|
2019
Q3 | $5.94M | Sell |
52,055
-2,536
| -5% | -$289K | 1.34% | 21 |
|
|
2019
Q2 | $6.17M | Buy |
54,591
+5,666
| +12% | +$641K | 1.38% | 21 |
|
|
2019
Q1 | $5.44M | Buy |
48,925
+42,965
| +721% | +$4.78M | 1.46% | 21 |
|
|
2018
Q4 | $649K | Buy |
+5,960
| New | +$649K | 0.22% | 26 |
|