Highline Wealth Partners’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 |
-1
| Closed | -$85 | – | 1015 |
|
2025
Q1 | $85 | Sell |
1
-631
| -100% | -$53.6K | ﹤0.01% | 1004 |
|
2024
Q4 | $67.3K | Sell |
632
-1,068
| -63% | -$114K | 0.02% | 118 |
|
2024
Q3 | $185K | Sell |
1,700
-575
| -25% | -$62.5K | 0.06% | 98 |
|
2024
Q2 | $242K | Buy |
2,275
+11
| +0.5% | +$1.17K | 0.09% | 91 |
|
2024
Q1 | $244K | Buy |
2,264
+8
| +0.4% | +$861 | 0.1% | 93 |
|
2023
Q4 | $245K | Buy |
2,256
+502
| +29% | +$54.4K | 0.12% | 91 |
|
2023
Q3 | $180K | Buy |
1,754
+704
| +67% | +$72.2K | 0.11% | 89 |
|
2023
Q2 | $112K | Hold |
1,050
| – | – | 0.07% | 96 |
|
2023
Q1 | $113K | Hold |
1,050
| – | – | 0.08% | 94 |
|
2022
Q4 | $111K | Hold |
1,050
| – | – | 0.08% | 99 |
|
2022
Q3 | $108K | Buy |
+1,050
| New | +$108K | 0.09% | 87 |
|