HHM Wealth Advisors’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 | – | Sell |
-143
| Closed | -$15.1K | – | 918 |
|
|
2025
Q1 | $15.1K | Buy |
+143
| New | +$15.1K | ﹤0.01% | 534 |
|
|
2024
Q1 | – | Sell |
-94
| Closed | -$10.2K | – | 765 |
|
|
2023
Q4 | $10.2K | Hold |
94
| – | – | ﹤0.01% | 505 |
|
|
2023
Q3 | $9.64K | Sell |
94
-202
| -68% | -$20.7K | ﹤0.01% | 513 |
|
|
2023
Q2 | $31.6K | Hold |
296
| – | – | 0.01% | 352 |
|
|
2023
Q1 | $31.9K | Sell |
296
-64
| -18% | -$6.9K | 0.01% | 337 |
|
|
2022
Q4 | $38K | Sell |
360
-230
| -39% | -$24.3K | 0.01% | 275 |
|
|
2022
Q3 | $61K | Hold |
590
| – | – | 0.02% | 208 |
|
|
2022
Q2 | $63K | Buy |
590
+324
| +122% | +$34.6K | 0.02% | 252 |
|
|
2022
Q1 | $29K | Hold |
266
| – | – | 0.01% | 384 |
|
|
2021
Q4 | $31K | Hold |
266
| – | – | 0.01% | 363 |
|
|
2021
Q3 | $31K | Buy |
266
+64
| +32% | +$7.46K | 0.01% | 356 |
|
|
2021
Q2 | $24K | Hold |
202
| – | – | 0.01% | 378 |
|
|
2021
Q1 | $23K | Buy |
+202
| New | +$23K | 0.01% | 363 |
|