Global Retirement 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 | $4.73M | Buy |
+45,246
| New | +$4.73M | 0.12% | 165 |
|
|
2024
Q4 | $3.92M | Sell |
36,748
-7,846
| -18% | -$836K | 0.11% | 182 |
|
|
2024
Q3 | $4.84M | Buy |
44,594
+1,084
| +2% | +$118K | 0.15% | 140 |
|
|
2024
Q2 | $4.64M | Buy |
43,510
+13,307
| +44% | +$1.42M | 0.15% | 146 |
|
|
2024
Q1 | $3.25M | Sell |
30,203
-170
| -0.6% | -$18.3K | 0.12% | 171 |
|
|
2023
Q4 | $3.29M | Buy |
30,373
+7,467
| +33% | +$809K | 0.14% | 152 |
|
|
2023
Q3 | $2.33M | Buy |
22,906
+243
| +1% | +$24.7K | 0.12% | 166 |
|
|
2023
Q2 | $2.42M | Sell |
22,663
-580
| -2% | -$61.9K | 0.12% | 163 |
|
|
2023
Q1 | $2.5M | Buy |
23,243
+3,829
| +20% | +$411K | 0.13% | 155 |
|
|
2022
Q4 | $2.05M | Sell |
19,414
-14,742
| -43% | -$1.56M | 0.14% | 153 |
|
|
2022
Q3 | $3.47M | Buy |
34,156
+1,305
| +4% | +$132K | 0.26% | 88 |
|
|
2022
Q2 | $3.49M | Sell |
32,851
-2
| -0% | -$213 | 0.28% | 84 |
|
|
2022
Q1 | $3.5M | Buy |
32,853
+8,238
| +33% | +$878K | 0.28% | 86 |
|
|
2021
Q4 | $2.86M | Buy |
24,615
+593
| +2% | +$68.9K | 2.22% | 11 |
|
|
2021
Q3 | $2.79M | Buy |
24,022
+497
| +2% | +$57.7K | 0.28% | 69 |
|
|
2021
Q2 | $2.76M | Buy |
23,525
+261
| +1% | +$30.6K | 0.28% | 68 |
|
|
2021
Q1 | $2.7M | Buy |
23,264
+1,515
| +7% | +$176K | 0.32% | 62 |
|
|
2020
Q4 | $2.55M | Buy |
21,749
+690
| +3% | +$80.9K | 0.32% | 62 |
|
|
2020
Q3 | $2.44M | Sell |
21,059
-85
| -0.4% | -$9.85K | 0.36% | 61 |
|
|
2020
Q2 | $2.44M | Sell |
21,144
-2,272
| -10% | -$262K | 0.39% | 54 |
|
|
2020
Q1 | $2.65M | Buy |
23,416
+1,013
| +5% | +$114K | 0.5% | 42 |
|
|
2019
Q4 | $2.55M | Sell |
22,403
-262
| -1% | -$29.8K | 0.39% | 55 |
|
|
2019
Q3 | $2.59M | Buy |
22,665
+759
| +3% | +$86.6K | 0.43% | 47 |
|
|
2019
Q2 | $2.48M | Buy |
21,906
+846
| +4% | +$95.7K | 0.47% | 41 |
|
|
2019
Q1 | $2.34M | Buy |
21,060
+383
| +2% | +$42.6K | 0.57% | 38 |
|
|
2018
Q4 | $2.26M | Sell |
20,677
-1,691
| -8% | -$184K | 0.58% | 40 |
|
|
2018
Q3 | $2.41M | Sell |
22,368
-165
| -0.7% | -$17.8K | 0.55% | 36 |
|
|
2018
Q2 | $2.46M | Buy |
22,533
+508
| +2% | +$55.4K | 0.62% | 33 |
|
|
2018
Q1 | $2.4M | Buy |
22,025
+3,283
| +18% | +$358K | 0.66% | 27 |
|
|
2017
Q4 | $2.08M | Buy |
18,742
+894
| +5% | +$99K | 0.57% | 28 |
|
|
2017
Q3 | $1.98M | Buy |
17,848
+1,742
| +11% | +$193K | 0.82% | 19 |
|
|
2017
Q2 | $1.77M | Buy |
16,106
+2,368
| +17% | +$261K | 0.83% | 16 |
|
|
2017
Q1 | $1.5M | Buy |
13,738
+1,147
| +9% | +$125K | 0.84% | 12 |
|
|
2016
Q4 | $1.36M | Buy |
+12,591
| New | +$1.36M | 0.92% | 15 |
|