HB 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
$441K Sell
4,219
-548
-11% -$57.3K ﹤0.01% 775
2025
Q1
$503K Buy
4,767
+271
+6% +$28.6K ﹤0.01% 747
2024
Q4
$479K Buy
4,496
+614
+16% +$65.4K ﹤0.01% 630
2024
Q3
$422K Buy
3,882
+535
+16% +$58.1K ﹤0.01% 642
2024
Q2
$357K Buy
3,347
+1,227
+58% +$131K ﹤0.01% 647
2024
Q1
$228K Sell
2,120
-23
-1% -$2.48K ﹤0.01% 752
2023
Q4
$232K Buy
+2,143
New +$232K ﹤0.01% 693
2023
Q2
Sell
-6,079
Closed -$655K 746
2023
Q1
$655K Buy
6,079
+23
+0.4% +$2.48K 0.01% 360
2022
Q4
$639K Buy
+6,056
New +$639K 0.01% 346
2022
Q3
Sell
-3,713
Closed -$395K 601
2022
Q2
$395K Sell
3,713
-12,023
-76% -$1.28M 0.01% 385
2022
Q1
$1.73M Buy
15,736
+12,998
+475% +$1.42M 0.03% 200
2021
Q4
$318K Buy
+2,738
New +$318K 0.01% 374