FFT Wealth 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 | $3.01M | Sell |
28,951
-31,405
| -52% | -$3.27M | 0.59% | 29 |
|
|
2025
Q1 | $6.36M | Buy |
60,356
+17,155
| +40% | +$1.81M | 1.33% | 19 |
|
|
2024
Q4 | $4.6M | Buy |
43,201
+4
| +0% | +$426 | 0.35% | 37 |
|
|
2024
Q3 | $4.69M | Buy |
43,197
+25,187
| +140% | +$2.74M | 0.36% | 36 |
|
|
2024
Q2 | $1.92M | Buy |
18,010
+13,050
| +263% | +$1.39M | 0.17% | 44 |
|
|
2024
Q1 | $534K | Buy |
4,960
+834
| +20% | +$89.8K | 0.05% | 72 |
|
|
2023
Q4 | $447K | Buy |
4,126
+2,090
| +103% | +$227K | 0.04% | 63 |
|
|
2023
Q3 | $209K | Buy |
2,036
+1
| +0% | +$103 | 0.03% | 102 |
|
|
2023
Q2 | $217K | Hold |
2,035
| – | – | 0.03% | 111 |
|
|
2023
Q1 | $219K | Buy |
2,035
+1
| +0% | +$108 | 0.03% | 105 |
|
|
2022
Q4 | $215K | Sell |
2,034
-1,671
| -45% | -$176K | 0.03% | 97 |
|
|
2022
Q3 | $380K | Sell |
3,705
-2,255
| -38% | -$231K | 0.05% | 42 |
|
|
2022
Q2 | $634K | Sell |
5,960
-1,311
| -18% | -$139K | 0.07% | 29 |
|
|
2022
Q1 | $797K | Sell |
7,271
-2,056
| -22% | -$225K | 0.08% | 31 |
|
|
2021
Q4 | $1.09M | Buy |
9,327
+8
| +0.1% | +$931 | 0.1% | 31 |
|
|
2021
Q3 | $1.08M | Sell |
9,319
-1,025
| -10% | -$119K | 0.1% | 38 |
|
|
2021
Q2 | $1.21M | Sell |
10,344
-1,296
| -11% | -$152K | 0.27% | 16 |
|
|
2021
Q1 | $1.35M | Sell |
11,640
-495
| -4% | -$57.5K | 0.44% | 16 |
|
|
2020
Q4 | $1.42M | Sell |
12,135
-2,827
| -19% | -$331K | 0.49% | 17 |
|
|
2020
Q3 | $1.74M | Sell |
14,962
-1,351
| -8% | -$157K | 0.75% | 13 |
|
|
2020
Q2 | $1.88M | Sell |
16,313
-2,122
| -12% | -$245K | 0.57% | 19 |
|
|
2020
Q1 | $2.08M | Buy |
18,435
+278
| +2% | +$31.4K | 0.61% | 21 |
|
|
2019
Q4 | $2.07M | Buy |
18,157
+6,291
| +53% | +$717K | 0.55% | 23 |
|
|
2019
Q3 | $1.35M | Buy |
11,866
+48
| +0.4% | +$5.48K | 0.41% | 25 |
|
|
2019
Q2 | $1.34M | Buy |
11,818
+1,007
| +9% | +$114K | 0.51% | 22 |
|
|
2019
Q1 | $1.2M | Buy |
10,811
+4,333
| +67% | +$482K | 0.45% | 23 |
|
|
2018
Q4 | $706K | Sell |
6,478
-3,752
| -37% | -$409K | 0.31% | 25 |
|
|
2018
Q3 | $1.1M | Sell |
10,230
-3,187
| -24% | -$344K | 0.41% | 24 |
|
|
2018
Q2 | $1.46M | Buy |
13,417
+19
| +0.1% | +$2.07K | 0.54% | 23 |
|
|
2018
Q1 | $1.46M | Buy |
13,398
+1,404
| +12% | +$153K | 0.57% | 22 |
|
|
2017
Q4 | $1.33M | Sell |
11,994
-1,288
| -10% | -$143K | 0.51% | 25 |
|
|
2017
Q3 | $1.47M | Buy |
13,282
+3,806
| +40% | +$422K | 0.63% | 20 |
|
|
2017
Q2 | $1.04M | Buy |
9,476
+368
| +4% | +$40.5K | 0.33% | 35 |
|
|
2017
Q1 | $992K | Sell |
9,108
-124
| -1% | -$13.5K | 0.31% | 34 |
|
|
2016
Q4 | $999K | Sell |
9,232
-3,361
| -27% | -$364K | 0.23% | 46 |
|
|
2016
Q3 | $1.42M | Buy |
12,593
+444
| +4% | +$50K | 0.6% | 21 |
|
|
2016
Q2 | $1.4M | Sell |
12,149
-804
| -6% | -$92.6K | 0.55% | 22 |
|
|
2016
Q1 | $1.45M | Sell |
12,953
-2,034
| -14% | -$227K | 0.63% | 22 |
|
|
2015
Q4 | $1.66M | Buy |
+14,987
| New | +$1.66M | 1.34% | 16 |
|