Exencial Wealth Advisors’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 | $5.6M | Sell |
53,584
-7,084
| -12% | -$740K | 0.2% | 129 |
|
|
2025
Q1 | $6.4M | Buy |
60,668
+5,815
| +11% | +$613K | 0.24% | 120 |
|
|
2024
Q4 | $5.84M | Sell |
54,853
-1,168
| -2% | -$124K | 0.21% | 127 |
|
|
2024
Q3 | $6.09M | Buy |
56,021
+3,984
| +8% | +$433K | 0.22% | 119 |
|
|
2024
Q2 | $5.54M | Buy |
52,037
+7,426
| +17% | +$791K | 0.21% | 128 |
|
|
2024
Q1 | $4.8M | Buy |
44,611
+8,603
| +24% | +$926K | 0.18% | 132 |
|
|
2023
Q4 | $3.9M | Buy |
+36,008
| New | +$3.9M | 0.16% | 140 |
|