Hassell 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
$4.72M Buy
45,626
+12
+0% +$1.24K 1.73% 13
2025
Q1
$4.71M Buy
45,614
+11
+0% +$1.14K 2.01% 13
2024
Q4
$4.86M Buy
45,603
+10
+0% +$1.07K 1.96% 13
2024
Q3
$4.88M Buy
45,593
+4
+0% +$428 2.05% 13
2024
Q2
$4.9M Hold
45,589
2.19% 13
2024
Q1
$4.86M Hold
45,589
3.08% 10
2023
Q4
$4.93M Hold
45,589
3.31% 10
2023
Q3
$4.6M Sell
45,589
-1,321
-3% -$133K 3.35% 10
2023
Q2
$5.01M Hold
46,910
3.43% 10
2023
Q1
$5.05M Hold
46,910
3.7% 9
2022
Q4
$5.05M Buy
+46,910
New +$5.05M 3.78% 9