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 |
|