Grand 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 | $1.84M | Sell |
17,621
-2,613
| -13% | -$273K | 0.95% | 15 |
|
|
2025
Q1 | $2.13M | Sell |
20,234
-579
| -3% | -$61.1K | 1.17% | 15 |
|
|
2024
Q4 | $2.22M | Buy |
20,813
+4,197
| +25% | +$447K | 1.24% | 16 |
|
|
2024
Q3 | $1.8M | Buy |
16,616
+552
| +3% | +$60K | 1.02% | 17 |
|
|
2024
Q2 | $1.71M | Sell |
16,064
-2,380
| -13% | -$254K | 1.02% | 16 |
|
|
2024
Q1 | $1.98M | Buy |
18,444
+993
| +6% | +$107K | 0.95% | 18 |
|
|
2023
Q4 | $1.89M | Sell |
17,451
-8,875
| -34% | -$962K | 1.03% | 18 |
|
|
2023
Q3 | $2.7M | Buy |
26,326
+4,921
| +23% | +$505K | 1.65% | 12 |
|
|
2023
Q2 | $2.28M | Sell |
21,405
-1,354
| -6% | -$145K | 1.36% | 18 |
|
|
2023
Q1 | $2.45M | Sell |
22,759
-7,344
| -24% | -$791K | 1.47% | 14 |
|
|
2022
Q4 | $3.18M | Sell |
30,103
-4,741
| -14% | -$500K | 1.98% | 11 |
|
|
2022
Q3 | $3.57M | Buy |
34,844
+9,554
| +38% | +$980K | 1.88% | 12 |
|
|
2022
Q2 | $2.69M | Buy |
25,290
+12,218
| +93% | +$1.3M | 1.37% | 13 |
|
|
2022
Q1 | $1.43M | Buy |
13,072
+3,431
| +36% | +$376K | 0.67% | 17 |
|
|
2021
Q4 | $1.12M | Buy |
+9,641
| New | +$1.12M | 0.5% | 18 |
|