Five Oceans 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 | $207K | Sell |
1,984
-7
| -0.4% | -$731 | 0.09% | 177 |
|
2025
Q1 | $210K | Sell |
1,991
-216
| -10% | -$22.8K | 0.1% | 162 |
|
2024
Q4 | $235K | Buy |
2,207
+93
| +4% | +$9.91K | 0.11% | 139 |
|
2024
Q3 | $230K | Buy |
2,114
+57
| +3% | +$6.19K | 0.11% | 165 |
|
2024
Q2 | $219K | Buy |
2,057
+71
| +4% | +$7.57K | 0.11% | 150 |
|
2024
Q1 | $214K | Buy |
+1,986
| New | +$214K | 0.11% | 175 |
|
2022
Q4 | – | Sell |
-2,187
| Closed | -$224K | – | 151 |
|
2022
Q3 | $224K | Buy |
2,187
+303
| +16% | +$31K | 0.18% | 113 |
|
2022
Q2 | $200K | Buy |
+1,884
| New | +$200K | 0.15% | 119 |
|