Granite Bay 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 | – | Sell |
-2,000
| Closed | -$211K | – | 75 |
|
|
2025
Q1 | $211K | Hold |
2,000
| – | – | 0.07% | 70 |
|
|
2024
Q4 | $213K | Buy |
+2,000
| New | +$213K | 0.08% | 72 |
|
|
2024
Q3 | – | Sell |
-2,104
| Closed | -$224K | – | 61 |
|
|
2024
Q2 | $224K | Buy |
2,104
+4
| +0.2% | +$426 | 0.12% | 63 |
|
|
2024
Q1 | $226K | Sell |
2,100
-130,200
| -98% | -$14M | 0.13% | 73 |
|
|
2023
Q4 | $13.8M | Sell |
132,300
-80
| -0.1% | -$8.36K | 0.12% | 70 |
|
|
2023
Q3 | $14M | Buy |
+132,380
| New | +$14M | 0.14% | 71 |
|
|
2023
Q2 | – | Sell |
-2,100
| Closed | -$226K | – | 64 |
|
|
2023
Q1 | $226K | Hold |
2,100
| – | – | 0.16% | 69 |
|
|
2022
Q4 | $222K | Sell |
2,100
-500
| -19% | -$52.9K | 0.14% | 61 |
|
|
2022
Q3 | $267K | Hold |
2,600
| – | – | 0.21% | 45 |
|
|
2022
Q2 | $277K | Hold |
2,600
| – | – | 0.21% | 43 |
|
|
2022
Q1 | $285K | Hold |
2,600
| – | – | 0.23% | 47 |
|
|
2021
Q4 | $302K | Buy |
+2,600
| New | +$302K | 0.3% | 42 |
|