Ethos Financial 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 | $2.15M | Buy |
20,571
+1,155
| +6% | +$121K | 0.18% | 116 |
|
2025
Q1 | $2.06M | Sell |
19,416
-106
| -0.5% | -$11.2K | 0.2% | 111 |
|
2024
Q4 | $2.08M | Buy |
19,522
+15,229
| +355% | +$1.62M | 0.27% | 73 |
|
2024
Q3 | $466K | Hold |
4,293
| – | – | 0.08% | 141 |
|
2024
Q2 | $457K | Buy |
4,293
+448
| +12% | +$47.7K | 0.08% | 146 |
|
2024
Q1 | $414K | Hold |
3,845
| – | – | 0.08% | 168 |
|
2023
Q4 | $417K | Buy |
+3,845
| New | +$417K | 0.09% | 157 |
|