Focus Partners Wealth’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 | $94.1M | Buy |
900,993
+104,047
| +13% | +$10.9M | 0.2% | 107 |
|
|
2025
Q1 | $84M | Buy |
796,946
+70,751
| +10% | +$7.46M | 0.21% | 104 |
|
|
2024
Q4 | $77.4M | Buy |
726,195
+356,368
| +96% | +$38M | 0.2% | 107 |
|
|
2024
Q3 | $40.2M | Sell |
369,827
-315,703
| -46% | -$34.3M | 0.13% | 173 |
|
|
2024
Q2 | $73M | Buy |
685,530
+335,773
| +96% | +$35.8M | 0.25% | 95 |
|
|
2024
Q1 | $37.6M | Sell |
349,757
-27,313
| -7% | -$2.94M | 0.31% | 79 |
|
|
2023
Q4 | $40.9M | Buy |
+377,070
| New | +$40.9M | 0.54% | 40 |
|