Everhart 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 | $1.14M | Sell |
10,905
-3,625
| -25% | -$379K | 0.13% | 107 |
|
|
2025
Q1 | $1.53M | Buy |
14,530
+1,046
| +8% | +$110K | 0.21% | 67 |
|
|
2024
Q4 | $1.44M | Sell |
13,484
-3
| -0% | -$320 | 0.3% | 60 |
|
|
2024
Q3 | $1.47M | Buy |
13,487
+2,905
| +27% | +$316K | 0.32% | 55 |
|
|
2024
Q2 | $1.13M | Buy |
10,582
+939
| +10% | +$100K | 0.29% | 66 |
|
|
2024
Q1 | $1.04M | Buy |
9,643
+886
| +10% | +$95.3K | 0.3% | 67 |
|
|
2023
Q4 | $949K | Sell |
8,757
-7,794
| -47% | -$845K | 0.34% | 62 |
|
|
2023
Q3 | $1.7M | Buy |
16,551
+216
| +1% | +$22.1K | 0.72% | 30 |
|
|
2023
Q2 | $1.74M | Sell |
16,335
-798
| -5% | -$85.2K | 0.72% | 31 |
|
|
2023
Q1 | $1.85M | Buy |
17,133
+482
| +3% | +$51.9K | 0.83% | 27 |
|
|
2022
Q4 | $1.76M | Sell |
16,651
-8,029
| -33% | -$847K | 0.88% | 26 |
|
|
2022
Q3 | $2.53M | Sell |
24,680
-1,971
| -7% | -$202K | 1.4% | 16 |
|
|
2022
Q2 | $2.84M | Buy |
26,651
+14,266
| +115% | +$1.52M | 1.72% | 13 |
|
|
2022
Q1 | $1.36M | Sell |
12,385
-18,813
| -60% | -$2.06M | 0.78% | 30 |
|
|
2021
Q4 | $3.63M | Buy |
31,198
+4,197
| +16% | +$488K | 2.19% | 11 |
|
|
2021
Q3 | $3.14M | Sell |
27,001
-5,955
| -18% | -$692K | 2.15% | 13 |
|
|
2021
Q2 | $3.86M | Buy |
32,956
+11,438
| +53% | +$1.34M | 2.66% | 8 |
|
|
2021
Q1 | $2.5M | Buy |
21,518
+1,544
| +8% | +$179K | 2.19% | 12 |
|
|
2020
Q4 | $2.34M | Buy |
+19,974
| New | +$2.34M | 2.16% | 14 |
|