Garden State Investment Advisory Services’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
$1.31M Sell
12,469
-8,170
-40% -$855K 0.33% 63
2025
Q1
$2.18M Sell
20,639
-2,302
-10% -$243K 0.7% 39
2024
Q4
$2.45M Buy
22,941
+300
+1% +$32K 0.73% 32
2024
Q3
$2.46M Sell
22,641
-18
-0.1% -$1.96K 0.79% 27
2024
Q2
$2.42M Buy
22,659
+54
+0.2% +$5.76K 0.83% 27
2024
Q1
$2.44M Sell
22,605
-92
-0.4% -$9.92K 0.89% 25
2023
Q4
$2.46M Buy
22,697
+229
+1% +$24.8K 0.98% 23
2023
Q3
$2.3M Sell
22,468
-2,051
-8% -$210K 1.06% 21
2023
Q2
$2.62M Sell
24,519
-369
-1% -$39.4K 1.03% 20
2023
Q1
$2.68M Buy
24,888
+2,193
+10% +$236K 1.16% 18
2022
Q4
$2.39M Buy
+22,695
New +$2.39M 1.42% 13