Essential Planning’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
Q1 | – | Sell |
-108,265
| Closed | -$11.6M | – | 224 |
|
|
2024
Q4 | $11.6M | Buy |
+108,265
| New | +$11.6M | 0.08% | 75 |
|
|
2023
Q3 | – | Sell |
-2,354
| Closed | -$251K | – | 62 |
|
|
2023
Q2 | $251K | Sell |
2,354
-230
| -9% | -$24.5K | 0.14% | 48 |
|
|
2023
Q1 | $207K | Buy |
2,584
+85
| +3% | +$6.8K | 0.13% | 52 |
|
|
2022
Q4 | $237K | Buy |
+2,499
| New | +$237K | 0.18% | 41 |
|