First Affirmative Financial Network’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 | $497K | Buy |
4,714
+321
| +7% | +$33.8K | 0.3% | 93 |
|
|
2024
Q4 | $468K | Buy |
4,393
+216
| +5% | +$23K | 0.27% | 98 |
|
|
2024
Q3 | $454K | Sell |
4,177
-301
| -7% | -$32.7K | 0.25% | 112 |
|
|
2024
Q2 | $477K | Sell |
4,478
-1,297
| -22% | -$138K | 0.33% | 84 |
|
|
2024
Q1 | $621K | Sell |
5,775
-115
| -2% | -$12.4K | 0.46% | 50 |
|
|
2023
Q4 | $639K | Buy |
5,890
+260
| +5% | +$28.2K | 0.51% | 39 |
|
|
2023
Q3 | $577K | Sell |
5,630
-156
| -3% | -$16K | 0.56% | 36 |
|
|
2023
Q2 | $618K | Sell |
5,786
-76
| -1% | -$8.11K | 0.62% | 36 |
|
|
2023
Q1 | $632K | Sell |
5,862
-207
| -3% | -$22.3K | 0.73% | 24 |
|
|
2022
Q4 | $640K | Sell |
6,069
-407
| -6% | -$42.9K | 0.78% | 20 |
|
|
2022
Q3 | $664K | Sell |
6,476
-1,519
| -19% | -$156K | 0.84% | 18 |
|
|
2022
Q2 | $850K | Sell |
7,995
-247
| -3% | -$26.3K | 0.97% | 14 |
|
|
2022
Q1 | $904K | Buy |
8,242
+109
| +1% | +$12K | 0.87% | 20 |
|
|
2021
Q4 | $946K | Sell |
8,133
-169
| -2% | -$19.7K | 0.86% | 24 |
|
|
2021
Q3 | $964K | Buy |
+8,302
| New | +$964K | 0.99% | 16 |
|