Gen-Wealth Partners’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 | $2.3M | Buy |
22,000
+2,934
| +15% | +$307K | 0.89% | 19 |
|
|
2025
Q1 | $2.01M | Buy |
19,066
+4,791
| +34% | +$505K | 0.84% | 24 |
|
|
2024
Q4 | $1.52M | Buy |
14,275
+1,034
| +8% | +$110K | 0.65% | 31 |
|
|
2024
Q3 | $1.42M | Sell |
13,241
-99
| -0.7% | -$10.6K | 0.62% | 31 |
|
|
2024
Q2 | $1.42M | Buy |
13,340
+41
| +0.3% | +$4.37K | 0.69% | 29 |
|
|
2024
Q1 | $1.43M | Buy |
+13,299
| New | +$1.43M | 0.71% | 32 |
|