Hartford Financial 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 | $2.61K | Sell |
25
-665
| -96% | -$69.5K | ﹤0.01% | 313 |
|
|
2025
Q1 | $72.8K | Sell |
690
-470
| -41% | -$49.6K | 0.02% | 189 |
|
|
2024
Q4 | $124K | Hold |
1,160
| – | – | 0.03% | 171 |
|
|
2024
Q3 | $126K | Hold |
1,160
| – | – | 0.03% | 171 |
|
|
2024
Q2 | $124K | Hold |
1,160
| – | – | 0.03% | 169 |
|
|
2024
Q1 | $125K | Sell |
1,160
-466
| -29% | -$50.1K | 0.03% | 174 |
|
|
2023
Q4 | $176K | Sell |
1,626
-25,594
| -94% | -$2.77M | 0.04% | 159 |
|
|
2023
Q3 | $2.79M | Buy |
27,220
+6,159
| +29% | +$632K | 0.71% | 48 |
|
|
2023
Q2 | $2.25M | Buy |
21,061
+2,160
| +11% | +$231K | 0.56% | 59 |
|
|
2023
Q1 | $2.04M | Buy |
18,901
+5,285
| +39% | +$569K | 0.53% | 66 |
|
|
2022
Q4 | $1.44M | Buy |
13,616
+4,497
| +49% | +$475K | 0.38% | 91 |
|
|
2022
Q3 | $935K | Sell |
9,119
-515
| -5% | -$52.8K | 0.27% | 107 |
|
|
2022
Q2 | $1.03M | Sell |
9,634
-19,971
| -67% | -$2.12M | 0.28% | 105 |
|
|
2022
Q1 | $3.25M | Buy |
29,605
+12,079
| +69% | +$1.32M | 0.78% | 50 |
|
|
2021
Q4 | $2.04M | Sell |
17,526
-8,601
| -33% | -$1M | 0.47% | 76 |
|
|
2021
Q3 | $3.04M | Sell |
26,127
-9,619
| -27% | -$1.12M | 0.77% | 49 |
|
|
2021
Q2 | $4.19M | Sell |
35,746
-32,209
| -47% | -$3.77M | 1.04% | 30 |
|
|
2021
Q1 | $7.89M | Buy |
67,955
+917
| +1% | +$106K | 1.96% | 8 |
|
|
2020
Q4 | $7.86M | Buy |
67,038
+4,121
| +7% | +$483K | 2.08% | 8 |
|
|
2020
Q3 | $7.29M | Buy |
62,917
+3,924
| +7% | +$455K | 2.16% | 6 |
|
|
2020
Q2 | $6.81M | Buy |
58,993
+7,422
| +14% | +$857K | 2.17% | 6 |
|
|
2020
Q1 | $5.83M | Buy |
51,571
+49,325
| +2,196% | +$5.57M | 2.33% | 6 |
|
|
2019
Q4 | $256K | Sell |
2,246
-340
| -13% | -$38.8K | 0.08% | 137 |
|
|
2019
Q3 | $295K | Buy |
2,586
+139
| +6% | +$15.9K | 0.1% | 132 |
|
|
2019
Q2 | $277K | Hold |
2,447
| – | – | 0.09% | 133 |
|
|
2019
Q1 | $272K | Buy |
2,447
+343
| +16% | +$38.1K | 0.09% | 133 |
|
|
2018
Q4 | $229K | Buy |
2,104
+464
| +28% | +$50.5K | 0.09% | 141 |
|
|
2018
Q3 | $177K | Buy |
1,640
+5
| +0.3% | +$540 | 0.06% | 165 |
|
|
2018
Q2 | $178K | Buy |
+1,635
| New | +$178K | 0.06% | 162 |
|
|
2018
Q1 | – | Sell |
-2,457
| Closed | -$272K | – | 355 |
|
|
2017
Q4 | $272K | Sell |
2,457
-227
| -8% | -$25.1K | 0.13% | 115 |
|
|
2017
Q3 | $297K | Buy |
+2,684
| New | +$297K | 0.15% | 101 |
|
|
2017
Q2 | – | Sell |
-3,488
| Closed | -$380K | – | 382 |
|
|
2017
Q1 | $380K | Buy |
3,488
+214
| +7% | +$23.3K | 0.23% | 84 |
|
|
2016
Q4 | $354K | Sell |
3,274
-1,122
| -26% | -$121K | 0.21% | 88 |
|
|
2016
Q3 | $495K | Buy |
+4,396
| New | +$495K | 0.3% | 79 |
|