Glass Jacobson Investment 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
Q2 | $124K | Hold |
1,190
| – | – | 0.05% | 212 |
|
|
2025
Q1 | $127K | Hold |
1,190
| – | – | 0.04% | 271 |
|
|
2024
Q4 | $127K | Buy |
1,190
+236
| +25% | +$25.2K | 0.04% | 271 |
|
|
2024
Q3 | $104K | Buy |
954
+7
| +0.7% | +$760 | 0.03% | 272 |
|
|
2024
Q2 | $101K | Buy |
947
+475
| +101% | +$50.6K | 0.04% | 266 |
|
|
2024
Q1 | $50.8K | Buy |
472
+232
| +97% | +$25K | 0.02% | 346 |
|
|
2023
Q4 | $26K | Hold |
240
| – | – | 0.01% | 416 |
|
|
2023
Q3 | $24.6K | Sell |
240
-278
| -54% | -$28.5K | 0.01% | 409 |
|
|
2023
Q2 | $55.3K | Buy |
+518
| New | +$55.3K | 0.03% | 321 |
|