Financial Strategies Group’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 | $2.46M | Buy |
23,673
+4,233
| +22% | +$440K | 0.51% | 35 |
|
|
2025
Q1 | $2.01M | Buy |
19,440
+844
| +5% | +$87.3K | 0.48% | 36 |
|
|
2024
Q4 | $1.96M | Buy |
18,596
+653
| +4% | +$69K | 0.47% | 35 |
|
|
2024
Q3 | $1.93M | Buy |
17,943
+5,745
| +47% | +$618K | 0.45% | 36 |
|
|
2024
Q2 | $1.3M | Sell |
12,198
-79
| -0.6% | -$8.45K | 0.33% | 39 |
|
|
2024
Q1 | $1.31M | Buy |
12,277
+1,137
| +10% | +$122K | 0.35% | 37 |
|
|
2023
Q4 | $1.2M | Buy |
11,140
+4,333
| +64% | +$466K | 0.34% | 37 |
|
|
2023
Q3 | $693K | Buy |
6,807
+1,673
| +33% | +$170K | 0.22% | 47 |
|
|
2023
Q2 | $548K | Sell |
5,134
-337
| -6% | -$36K | 0.18% | 47 |
|
|
2023
Q1 | $589K | Sell |
5,471
-552
| -9% | -$59.5K | 0.23% | 48 |
|
|
2022
Q4 | $636K | Sell |
6,023
-4,074
| -40% | -$430K | 0.26% | 48 |
|
|
2022
Q3 | $1.04M | Buy |
10,097
+6,313
| +167% | +$648K | 0.47% | 37 |
|
|
2022
Q2 | $402K | Buy |
3,784
+291
| +8% | +$30.9K | 0.17% | 61 |
|
|
2022
Q1 | $383K | Buy |
3,493
+1,428
| +69% | +$157K | 0.15% | 64 |
|
|
2021
Q4 | $240K | Buy |
+2,065
| New | +$240K | 0.1% | 71 |
|