Financial Network 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
Q1 | $1.18M | Sell |
11,171
-186
| -2% | -$19.6K | 0.42% | 44 |
|
2024
Q4 | $1.21M | Hold |
11,357
| – | – | 0.43% | 43 |
|
2024
Q3 | $1.23M | Buy |
11,357
+58
| +0.5% | +$6.3K | 0.44% | 44 |
|
2024
Q2 | $1.2M | Sell |
11,299
-139
| -1% | -$14.8K | 0.46% | 42 |
|
2024
Q1 | $1.22M | Sell |
11,438
-2,165
| -16% | -$232K | 0.58% | 32 |
|
2023
Q4 | $1.47M | Sell |
13,603
-324
| -2% | -$35.1K | 0.64% | 30 |
|
2023
Q3 | $1.42M | Hold |
13,927
| – | – | 0.69% | 31 |
|
2023
Q2 | $1.49M | Sell |
13,927
-64
| -0.5% | -$6.82K | 0.69% | 30 |
|
2023
Q1 | $1.51M | Hold |
13,991
| – | – | 0.75% | 31 |
|
2022
Q4 | $1.48M | Sell |
13,991
-3,385
| -19% | -$357K | 0.8% | 31 |
|
2022
Q3 | $1.78M | Buy |
17,376
+498
| +3% | +$51.1K | 1.11% | 21 |
|
2022
Q2 | $1.8M | Buy |
16,878
+8,830
| +110% | +$939K | 1.07% | 20 |
|
2022
Q1 | $882K | Hold |
8,048
| – | – | 0.46% | 33 |
|
2021
Q4 | $936K | Buy |
8,048
+4,677
| +139% | +$544K | 0.47% | 32 |
|
2021
Q3 | $392K | Buy |
3,371
+69
| +2% | +$8.02K | 0.22% | 58 |
|
2021
Q2 | $387K | Sell |
3,302
-215
| -6% | -$25.2K | 0.23% | 58 |
|
2021
Q1 | $408K | Sell |
3,517
-60
| -2% | -$6.96K | 0.27% | 51 |
|
2020
Q4 | $419K | Buy |
+3,577
| New | +$419K | 0.33% | 45 |
|