Greenup Street 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 | $979K | Sell |
9,366
-2,735
| -23% | -$286K | 0.17% | 63 |
|
2025
Q1 | $1.28M | Buy |
12,101
+632
| +6% | +$66.6K | 0.25% | 57 |
|
2024
Q4 | $1.22M | Sell |
11,469
-636
| -5% | -$67.8K | 0.24% | 56 |
|
2024
Q3 | $1.31M | Sell |
12,105
-622
| -5% | -$67.6K | 0.27% | 52 |
|
2024
Q2 | $1.36M | Sell |
12,727
-809
| -6% | -$86.2K | 0.32% | 46 |
|
2024
Q1 | $1.46M | Buy |
13,536
+3,501
| +35% | +$377K | 0.37% | 47 |
|
2023
Q4 | $1.09M | Buy |
+10,035
| New | +$1.09M | 0.3% | 50 |
|
2022
Q4 | – | Sell |
-5,370
| Closed | -$551K | – | 82 |
|
2022
Q3 | $551K | Buy |
5,370
+1,832
| +52% | +$188K | 0.25% | 57 |
|
2022
Q2 | $376K | Sell |
3,538
-787
| -18% | -$83.6K | 0.18% | 67 |
|
2022
Q1 | $474K | Buy |
4,325
+1,325
| +44% | +$145K | 0.26% | 61 |
|
2021
Q4 | $349K | Buy |
+3,000
| New | +$349K | 0.21% | 68 |
|