Harper Investing’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 | $11.4M | Sell |
109,240
-97,491
| -47% | -$10.2M | 6.38% | 3 |
|
|
2025
Q1 | $21.8M | Buy |
206,731
+14,212
| +7% | +$1.5M | 14.45% | 1 |
|
|
2024
Q4 | $20.5M | Buy |
192,519
+5,952
| +3% | +$634K | 15.13% | 2 |
|
|
2024
Q3 | $20.3M | Buy |
186,567
+32,512
| +21% | +$3.53M | 13.29% | 2 |
|
|
2024
Q2 | $16.4M | Buy |
154,055
+119,362
| +344% | +$12.7M | 16.15% | 1 |
|
|
2024
Q1 | $3.73M | Buy |
34,693
+29,939
| +630% | +$3.22M | 4.39% | 3 |
|
|
2023
Q4 | $515K | Sell |
4,754
-1,155
| -20% | -$125K | 0.55% | 8 |
|
|
2023
Q3 | $606K | Sell |
5,909
-797
| -12% | -$81.7K | 0.69% | 6 |
|
|
2023
Q2 | $716K | Sell |
6,706
-18,102
| -73% | -$1.93M | 0.83% | 4 |
|
|
2023
Q1 | $2.67M | Sell |
24,808
-46,870
| -65% | -$5.05M | 3.32% | 2 |
|
|
2022
Q4 | $7.56M | Sell |
71,678
-92,510
| -56% | -$9.76M | 9.34% | 2 |
|
|
2022
Q3 | $16.9M | Sell |
164,188
-10,702
| -6% | -$1.1M | 17.27% | 1 |
|
|
2022
Q2 | $18.6M | Buy |
174,890
+9,048
| +5% | +$962K | 18.9% | 1 |
|
|
2022
Q1 | $18.2M | Buy |
+165,842
| New | +$18.2M | 16.86% | 1 |
|