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 |
|