Evoke Wealth’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 | $258K | Sell |
2,465
-241
| -9% | -$25.2K | 0.01% | 485 |
|
|
2025
Q1 | $285K | Sell |
2,706
-150
| -5% | -$15.8K | 0.01% | 365 |
|
|
2024
Q4 | $304K | Buy |
2,856
+356
| +14% | +$37.9K | 0.01% | 337 |
|
|
2024
Q3 | $272K | Buy |
2,500
+500
| +25% | +$54.3K | 0.01% | 351 |
|
|
2024
Q2 | $213K | Sell |
2,000
-1,000
| -33% | -$107K | 0.25% | 79 |
|
|
2024
Q1 | $323K | Buy |
+3,000
| New | +$323K | 0.01% | 313 |
|
|
2023
Q4 | – | Sell |
-3,255
| Closed | -$334K | – | 257 |
|
|
2023
Q3 | $334K | Sell |
3,255
-358
| -10% | -$36.7K | 0.01% | 281 |
|
|
2023
Q2 | $386K | Sell |
3,613
-200
| -5% | -$21.3K | 0.01% | 250 |
|
|
2023
Q1 | $411K | Hold |
3,813
| – | – | 0.02% | 235 |
|
|
2022
Q4 | $402K | Buy |
3,813
+3,658
| +2,360% | +$386K | 0.01% | 242 |
|
|
2022
Q3 | $16K | Sell |
155
-1,096
| -88% | -$113K | ﹤0.01% | 677 |
|
|
2022
Q2 | $133K | Buy |
1,251
+1,096
| +707% | +$117K | ﹤0.01% | 377 |
|
|
2022
Q1 | $17K | Sell |
155
-198
| -56% | -$21.7K | ﹤0.01% | 685 |
|
|
2021
Q4 | $41K | Hold |
353
| – | – | ﹤0.01% | 559 |
|
|
2021
Q3 | $41K | Hold |
353
| – | – | ﹤0.01% | 534 |
|
|
2021
Q2 | $41K | Buy |
353
+198
| +128% | +$23K | ﹤0.01% | 549 |
|
|
2021
Q1 | $18K | Hold |
155
| – | – | ﹤0.01% | 606 |
|
|
2020
Q4 | $18K | Hold |
155
| – | – | ﹤0.01% | 511 |
|
|
2020
Q3 | $18K | Hold |
155
| – | – | ﹤0.01% | 492 |
|
|
2020
Q2 | $18K | Hold |
155
| – | – | ﹤0.01% | 484 |
|
|
2020
Q1 | $17.5K | Buy |
+155
| New | +$17.5K | ﹤0.01% | 454 |
|
|
2019
Q4 | – | Sell |
-155
| Closed | -$17.7K | – | 1387 |
|
|
2019
Q3 | $17.7K | Buy |
+155
| New | +$17.7K | ﹤0.01% | 693 |
|