Family 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 | – | Sell |
-39
| Closed | -$4.11K | – | 225 |
|
|
2025
Q1 | $4.11K | Buy |
+39
| New | +$4.11K | ﹤0.01% | 196 |
|
|
2023
Q2 | – | Sell |
-284
| Closed | -$30.6K | – | 174 |
|
|
2023
Q1 | $30.6K | Sell |
284
-2,340
| -89% | -$252K | 0.01% | 138 |
|
|
2022
Q4 | $277K | Buy |
2,624
+284
| +12% | +$30K | 0.07% | 112 |
|
|
2022
Q3 | $240K | Hold |
2,340
| – | – | 0.06% | 117 |
|
|
2022
Q2 | $249K | Buy |
+2,340
| New | +$249K | 0.07% | 126 |
|