FSA 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
Q1 | – | Sell |
-1,519
| Closed | -$162K | – | 525 |
|
|
2024
Q4 | $162K | Sell |
1,519
-325
| -18% | -$34.6K | 0.07% | 59 |
|
|
2024
Q3 | $200K | Buy |
+1,844
| New | +$200K | 0.08% | 57 |
|
|
2024
Q1 | $244K | Sell |
2,265
-43
| -2% | -$4.63K | 0.11% | 43 |
|
|
2023
Q4 | $250K | Sell |
2,308
-5
| -0.2% | -$542 | 0.12% | 40 |
|
|
2023
Q3 | $237K | Buy |
+2,313
| New | +$237K | 0.13% | 38 |
|
|
2022
Q3 | – | Sell |
-2,431
| Closed | -$259K | – | 53 |
|
|
2022
Q2 | $259K | Sell |
2,431
-3,088
| -56% | -$329K | 0.72% | 19 |
|
|
2022
Q1 | $642K | Hold |
5,519
| – | – | 0.37% | 21 |
|
|
2021
Q4 | $642K | Sell |
5,519
-16
| -0.3% | -$1.86K | 0.37% | 21 |
|
|
2021
Q3 | $643K | Sell |
5,535
-46
| -0.8% | -$5.34K | 0.4% | 21 |
|
|
2021
Q2 | $654K | Sell |
5,581
-121
| -2% | -$14.2K | 0.41% | 21 |
|
|
2021
Q1 | $662K | Sell |
5,702
-85
| -1% | -$9.87K | 0.44% | 21 |
|
|
2020
Q4 | $678K | Sell |
5,787
-171
| -3% | -$20K | 0.34% | 23 |
|
|
2020
Q3 | $691K | Sell |
5,958
-107
| -2% | -$12.4K | 0.44% | 23 |
|
|
2020
Q2 | $700K | Sell |
6,065
-53
| -0.9% | -$6.12K | 0.48% | 22 |
|
|
2020
Q1 | $691K | Sell |
6,118
-155
| -2% | -$17.5K | 0.58% | 20 |
|
|
2019
Q4 | $715K | Buy |
+6,273
| New | +$715K | 0.5% | 21 |
|