Founders Financial Alliance’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 | $25.8K | Sell |
247
-502
| -67% | -$52.5K | 0.01% | 423 |
|
|
2025
Q1 | $79K | Sell |
749
-83
| -10% | -$8.75K | 0.02% | 403 |
|
|
2024
Q4 | $88.6K | Buy |
832
+4
| +0.5% | +$426 | 0.02% | 334 |
|
|
2024
Q3 | $89.9K | Sell |
828
-70
| -8% | -$7.6K | 0.03% | 343 |
|
|
2024
Q2 | $95.7K | Sell |
898
-167
| -16% | -$17.8K | 0.03% | 322 |
|
|
2024
Q1 | $115K | Buy |
1,065
+167
| +19% | +$18K | 0.03% | 313 |
|
|
2023
Q4 | $97.4K | Hold |
898
| – | – | 0.04% | 290 |
|
|
2023
Q3 | $92.1K | Hold |
898
| – | – | 0.04% | 274 |
|
|
2023
Q2 | $95.8K | Hold |
898
| – | – | 0.04% | 297 |
|
|
2023
Q1 | $96.7K | Sell |
898
-53
| -6% | -$5.71K | 0.05% | 258 |
|
|
2022
Q4 | $100K | Hold |
951
| – | – | 0.05% | 264 |
|
|
2022
Q3 | $98K | Hold |
951
| – | – | 0.05% | 257 |
|
|
2022
Q2 | $101K | Hold |
951
| – | – | 0.05% | 262 |
|
|
2022
Q1 | $104K | Hold |
951
| – | – | 0.05% | 254 |
|
|
2021
Q4 | $111K | Hold |
951
| – | – | 0.04% | 288 |
|
|
2021
Q3 | $111K | Hold |
951
| – | – | 0.05% | 271 |
|
|
2021
Q2 | $111K | Buy |
951
+565
| +146% | +$65.9K | 0.05% | 285 |
|
|
2021
Q1 | $45K | Hold |
386
| – | – | 0.02% | 336 |
|
|
2020
Q4 | $45K | Hold |
386
| – | – | 0.03% | 298 |
|
|
2020
Q3 | $45K | Buy |
+386
| New | +$45K | 0.03% | 405 |
|