Godshalk Welsh Capital 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 | $1.18M | Hold |
11,275
| – | – | 0.73% | 44 |
|
|
2025
Q1 | $1.19M | Buy |
11,275
+350
| +3% | +$36.9K | 0.78% | 45 |
|
|
2024
Q4 | $1.16M | Buy |
10,925
+1,975
| +22% | +$210K | 0.75% | 43 |
|
|
2024
Q3 | $972K | Buy |
8,950
+1,850
| +26% | +$201K | 0.61% | 54 |
|
|
2024
Q2 | $757K | Buy |
7,100
+750
| +12% | +$79.9K | 0.5% | 63 |
|
|
2024
Q1 | $683K | Buy |
6,350
+1,375
| +28% | +$148K | 0.46% | 65 |
|
|
2023
Q4 | $539K | Buy |
4,975
+250
| +5% | +$27.1K | 0.39% | 75 |
|
|
2023
Q3 | $485K | Buy |
4,725
+500
| +12% | +$51.3K | 0.37% | 76 |
|
|
2023
Q2 | $451K | Buy |
4,225
+1,225
| +41% | +$131K | 0.31% | 84 |
|
|
2023
Q1 | $323K | Buy |
+3,000
| New | +$323K | 0.23% | 96 |
|
|
2022
Q4 | – | Sell |
-2,350
| Closed | -$241K | – | 118 |
|
|
2022
Q3 | $241K | Hold |
2,350
| – | – | 0.18% | 103 |
|
|
2022
Q2 | $250K | Hold |
2,350
| – | – | 0.18% | 105 |
|
|
2022
Q1 | $258K | Buy |
2,350
+600
| +34% | +$65.9K | 0.16% | 109 |
|
|
2021
Q4 | $203K | Buy |
+1,750
| New | +$203K | 0.12% | 117 |
|