GGM Wealth Advisors’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 | $359K | Sell |
3,446
-83
| -2% | -$8.65K | 0.2% | 90 |
|
|
2024
Q4 | $376K | Hold |
3,529
| – | – | 0.2% | 91 |
|
|
2024
Q3 | $383K | Buy |
3,529
+900
| +34% | +$97.8K | 0.17% | 94 |
|
|
2024
Q2 | $280K | Sell |
2,629
-78
| -3% | -$8.31K | 0.13% | 111 |
|
|
2024
Q1 | $289K | Sell |
2,707
-27
| -1% | -$2.89K | 0.13% | 107 |
|
|
2023
Q4 | $294K | Sell |
2,734
-385
| -12% | -$41.4K | 0.12% | 116 |
|
|
2023
Q3 | $320K | Hold |
3,119
| – | – | 0.14% | 101 |
|
|
2023
Q2 | $331K | Buy |
+3,119
| New | +$331K | 0.13% | 101 |
|