Gerber Kawasaki Wealth & Investment 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 | $7.45M | Buy |
71,302
+6,743
| +10% | +$705K | 0.29% | 62 |
|
|
2025
Q1 | $6.81M | Sell |
64,559
-173
| -0.3% | -$18.2K | 0.31% | 62 |
|
|
2024
Q4 | $6.9M | Sell |
64,732
-37
| -0.1% | -$3.94K | 0.3% | 62 |
|
|
2024
Q3 | $7.04M | Buy |
64,769
+954
| +1% | +$104K | 0.32% | 59 |
|
|
2024
Q2 | $6.8M | Buy |
63,815
+5,378
| +9% | +$573K | 0.34% | 61 |
|
|
2024
Q1 | $6.29M | Buy |
58,437
+3,562
| +6% | +$383K | 0.34% | 57 |
|
|
2023
Q4 | $5.95M | Buy |
54,875
+11,357
| +26% | +$1.23M | 0.36% | 54 |
|
|
2023
Q3 | $4.46M | Sell |
43,518
-399
| -0.9% | -$40.9K | 0.3% | 64 |
|
|
2023
Q2 | $4.69M | Buy |
43,917
+5,537
| +14% | +$591K | 0.31% | 60 |
|
|
2023
Q1 | $4.14M | Buy |
38,380
+2,600
| +7% | +$280K | 0.33% | 63 |
|
|
2022
Q4 | $3.78M | Buy |
35,780
+20,172
| +129% | +$2.13M | 0.33% | 65 |
|
|
2022
Q3 | $1.6M | Sell |
15,608
-26,557
| -63% | -$2.72M | 0.15% | 92 |
|
|
2022
Q2 | $4.48M | Buy |
42,165
+11,529
| +38% | +$1.23M | 0.43% | 50 |
|
|
2022
Q1 | $3.36M | Buy |
30,636
+27,782
| +973% | +$3.05M | 0.27% | 60 |
|
|
2021
Q4 | $331K | Buy |
2,854
+2,849
| +56,980% | +$330K | 0.03% | 194 |
|
|
2021
Q3 | $5K | Sell |
5
-2,955
| -100% | -$2.96M | ﹤0.01% | 756 |
|
|
2021
Q2 | $346K | Sell |
2,960
-125
| -4% | -$14.6K | 0.04% | 177 |
|
|
2021
Q1 | $358K | Buy |
3,085
+475
| +18% | +$55.1K | 0.04% | 152 |
|
|
2020
Q4 | $305K | Buy |
+2,610
| New | +$305K | 0.04% | 139 |
|