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