Golden State Wealth 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 | $92.5K | Buy |
884
+4
| +0.5% | +$418 | 0.01% | 498 |
|
|
2025
Q1 | $92.8K | Sell |
880
-215
| -20% | -$22.7K | 0.01% | 462 |
|
|
2024
Q4 | $117K | Buy |
+1,095
| New | +$117K | 0.02% | 404 |
|
|
2022
Q1 | $735K | Buy |
+6,708
| New | +$735K | 0.14% | 136 |
|
|
2020
Q2 | – | Sell |
-181
| Closed | -$20K | – | 628 |
|
|
2020
Q1 | $20K | Buy |
+181
| New | +$20K | 0.01% | 499 |
|
|
2019
Q4 | – | Sell |
-1,688
| Closed | -$193K | – | 603 |
|
|
2019
Q3 | $193K | Hold |
1,688
| – | – | 0.06% | 211 |
|
|
2019
Q2 | $190K | Sell |
1,688
-550
| -25% | -$61.9K | 0.06% | 231 |
|
|
2019
Q1 | $249K | Buy |
+2,238
| New | +$249K | 0.08% | 198 |
|