Financial Life 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 | $5.1M | Buy |
48,853
+958
| +2% | +$100K | 1.75% | 16 |
|
|
2025
Q1 | $5.05M | Sell |
47,895
-3,395
| -7% | -$358K | 1.88% | 15 |
|
|
2024
Q4 | $5.46M | Buy |
51,290
+1,065
| +2% | +$113K | 2.05% | 17 |
|
|
2024
Q3 | $5.46M | Sell |
50,225
-1,358
| -3% | -$148K | 2.06% | 17 |
|
|
2024
Q2 | $5.5M | Sell |
51,583
-649
| -1% | -$69.2K | 2.23% | 17 |
|
|
2024
Q1 | $5.62M | Sell |
52,232
-2,179
| -4% | -$234K | 2.35% | 15 |
|
|
2023
Q4 | $5.9M | Sell |
54,411
-11,738
| -18% | -$1.27M | 2.54% | 13 |
|
|
2023
Q3 | $6.78M | Buy |
66,149
+12,968
| +24% | +$1.33M | 2.92% | 10 |
|
|
2023
Q2 | $5.68M | Buy |
53,181
+18,031
| +51% | +$1.92M | 2.37% | 14 |
|
|
2023
Q1 | $3.79M | Buy |
35,150
+8,125
| +30% | +$875K | 1.63% | 20 |
|
|
2022
Q4 | $2.85M | Buy |
+27,025
| New | +$2.85M | 1.32% | 19 |
|