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