Elmwood Wealth 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 | $1.28M | Hold |
12,270
| – | – | 0.51% | 65 |
|
|
2025
Q1 | $1.29M | Hold |
12,270
| – | – | 0.53% | 64 |
|
|
2024
Q4 | $1.31M | Hold |
12,270
| – | – | 0.53% | 64 |
|
|
2024
Q3 | $1.33M | Buy |
12,270
+400
| +3% | +$43.5K | 0.55% | 66 |
|
|
2024
Q2 | $1.26M | Sell |
11,870
-2,000
| -14% | -$213K | 0.56% | 63 |
|
|
2024
Q1 | $1.49M | Sell |
13,870
-50
| -0.4% | -$5.38K | 0.64% | 57 |
|
|
2023
Q4 | $1.51M | Buy |
13,920
+330
| +2% | +$35.8K | 1.06% | 27 |
|
|
2023
Q3 | $1.39M | Buy |
+13,590
| New | +$1.39M | 0.67% | 51 |
|
|
2022
Q1 | – | Sell |
-311
| Closed | -$36K | – | 238 |
|
|
2021
Q4 | $36K | Buy |
+311
| New | +$36K | 0.02% | 208 |
|