Fonville 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
Q2 | $244K | Sell |
2,338
-135
| -5% | -$14.1K | 0.06% | 110 |
|
|
2025
Q1 | $259K | Sell |
2,473
-375
| -13% | -$39.3K | 0.08% | 102 |
|
|
2024
Q4 | $303K | Buy |
2,848
+849
| +42% | +$90.4K | 0.1% | 88 |
|
|
2024
Q3 | $217K | Buy |
1,999
+9
| +0.5% | +$978 | 0.08% | 109 |
|
|
2024
Q2 | $212K | Sell |
1,990
-207
| -9% | -$22.1K | 0.08% | 96 |
|
|
2024
Q1 | $236K | Buy |
2,197
+236
| +12% | +$25.4K | 0.1% | 87 |
|
|
2023
Q4 | $213K | Buy |
+1,961
| New | +$213K | 0.11% | 80 |
|