EPG 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 | $449K | Hold |
4,300
| – | – | 0.13% | 146 |
|
|
2025
Q1 | $453K | Sell |
4,300
-319
| -7% | -$33.6K | 0.13% | 171 |
|
|
2024
Q4 | $492K | Buy |
4,619
+3
| +0.1% | +$320 | 0.13% | 163 |
|
|
2024
Q3 | $501K | Buy |
+4,616
| New | +$501K | 0.13% | 167 |
|
|
2024
Q2 | – | Sell |
-5,612
| Closed | -$604K | – | 151 |
|
|
2024
Q1 | $604K | Buy |
5,612
+1
| +0% | +$108 | 0.15% | 155 |
|
|
2023
Q4 | $603K | Buy |
5,611
+4
| +0.1% | +$430 | 0.16% | 149 |
|
|
2023
Q3 | $575K | Buy |
5,607
+3,426
| +157% | +$351K | 0.17% | 138 |
|
|
2023
Q2 | $233K | Buy |
2,181
+2
| +0.1% | +$213 | 0.07% | 216 |
|
|
2023
Q1 | $235K | Buy |
2,179
+1,877
| +622% | +$202K | 0.07% | 210 |
|
|
2022
Q4 | $31.8K | Buy |
+302
| New | +$31.8K | 0.01% | 282 |
|
|
2020
Q2 | – | Sell |
-54
| Closed | -$6K | – | 546 |
|
|
2020
Q1 | $6K | Buy |
+54
| New | +$6K | ﹤0.01% | 566 |
|