GoalVest Advisory’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 | $162K | Buy |
+1,546
| New | +$162K | 0.04% | 143 |
|
|
2023
Q4 | – | Sell |
-816
| Closed | -$83.7K | – | 455 |
|
|
2023
Q3 | $83.7K | Hold |
816
| – | – | 0.04% | 117 |
|
|
2023
Q2 | $87.1K | Buy |
+816
| New | +$87.1K | 0.05% | 106 |
|
|
2022
Q4 | – | Sell |
-96
| Closed | -$10K | – | 262 |
|
|
2022
Q3 | $10K | Buy |
+96
| New | +$10K | 0.01% | 189 |
|
|
2022
Q2 | – | Sell |
-978
| Closed | -$107K | – | 466 |
|
|
2022
Q1 | $107K | Buy |
+978
| New | +$107K | 0.06% | 126 |
|
|
2021
Q2 | $742K | Sell |
6,327
-93
| -1% | -$10.9K | 0.46% | 59 |
|
|
2021
Q1 | $745K | Sell |
6,420
-16,457
| -72% | -$1.91M | 0.56% | 62 |
|
|
2020
Q4 | $2.68M | Buy |
+22,877
| New | +$2.68M | 2.25% | 8 |
|