Family Capital Management’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
$1.01M Buy
9,654
+323
+3% +$33.7K 0.53% 38
2025
Q1
$984K Buy
9,331
+184
+2% +$19.4K 0.61% 33
2024
Q4
$975K Buy
9,147
+1,167
+15% +$124K 0.59% 32
2024
Q3
$867K Buy
7,980
+978
+14% +$106K 0.56% 34
2024
Q2
$746K Sell
7,002
-123
-2% -$13.1K 0.51% 36
2024
Q1
$767K Buy
7,125
+1,068
+18% +$115K 0.53% 34
2023
Q4
$657K Sell
6,057
-7,711
-56% -$836K 0.47% 31
2023
Q3
$1.41M Sell
13,768
-351
-2% -$36K 0.93% 22
2023
Q2
$1.51M Sell
14,119
-53
-0.4% -$5.66K 0.94% 21
2023
Q1
$1.53M Sell
14,172
-97
-0.7% -$10.5K 0.66% 21
2022
Q4
$1.51M Buy
+14,269
New +$1.51M 0.99% 21